SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
-$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
824
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3M
3
+$1.98M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.2M
4
MCD icon
McDonald's
MCD
+$1.67M
5
SLB icon
SLB Ltd
SLB
+$1.31M

Sector Composition

1 Healthcare 11.35%
2 Technology 11.19%
3 Financials 9.15%
4 Consumer Discretionary 6.83%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$944K 0.09%
7,022
-2,593
177
$901K 0.09%
36,315
+6,510
178
$875K 0.08%
29,340
+7,123
179
$855K 0.08%
26,324
-4,480
180
$801K 0.08%
12,493
-1,787
181
$799K 0.08%
20,458
+13,761
182
$791K 0.08%
16,783
-4,217
183
$783K 0.08%
33,160
+8,825
184
$783K 0.08%
32,750
+12,035
185
$783K 0.08%
32,375
+8,230
186
$779K 0.07%
9,367
-1,014
187
$776K 0.07%
3,528
-2,176
188
$763K 0.07%
6,006
+2,157
189
$759K 0.07%
8,793
-48
190
$754K 0.07%
36,636
-16,390
191
$751K 0.07%
30,045
+6,135
192
$744K 0.07%
12,036
+265
193
$740K 0.07%
15,449
-1,053
194
$729K 0.07%
14,013
-7,230
195
$725K 0.07%
16,724
+280
196
$714K 0.07%
25,276
-1,304
197
$712K 0.07%
10,424
-1,125
198
$704K 0.07%
29,557
-2,735
199
$699K 0.07%
7,597
200
$687K 0.07%
4,454
+49
6 7
8
9 10