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
$834M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$2.72M
3
+$2.65M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
DHR icon
Danaher
DHR
+$1.21M

Top Sells

1
+$3.18M
2
+$2.17M
3
+$1.45M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
RIG icon
Transocean
RIG
+$1.08M

Sector Composition

1 Healthcare 12.13%
2 Technology 11.65%
3 Energy 9.32%
4 Industrials 7.93%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$546K 0.07%
5,228
+200
202
$535K 0.06%
5,114
+30
203
$508K 0.06%
2,854
-185
204
$496K 0.06%
6,818
-1,871
205
$494K 0.06%
4,792
+299
206
$487K 0.06%
8,266
207
$483K 0.06%
7,949
+225
208
$469K 0.06%
4,017
-94
209
$458K 0.05%
11,773
-100
210
$455K 0.05%
6,178
-20
211
$453K 0.05%
7,850
212
$445K 0.05%
30,000
213
$442K 0.05%
8,959
+523
214
$432K 0.05%
5,232
+3
215
$426K 0.05%
35,292
216
$424K 0.05%
10,058
-106
217
$405K 0.05%
6,667
-454
218
$402K 0.05%
4,204
219
$398K 0.05%
102
-64
220
$395K 0.05%
7,539
-2,740
221
$367K 0.04%
3,325
+600
222
$367K 0.04%
9,513
223
$363K 0.04%
14,970
-5,210
224
$360K 0.04%
1,694
+65
225
$352K 0.04%
14,326
7 8
9
10 11