SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$5.6M
3
+$4.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$4.77M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.58M

Top Sells

1
+$1.87M
2
+$1.81M
3
+$1.53M
4
WY icon
Weyerhaeuser
WY
+$872K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$806K

Sector Composition

1 Healthcare 12.19%
2 Technology 10.67%
3 Energy 7.66%
4 Industrials 7.48%
5 Financials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$621K 0.07%
6,485
+1,186
202
$611K 0.07%
15,404
-90
203
$606K 0.07%
6,937
+4,370
204
$585K 0.07%
5,173
+184
205
$578K 0.07%
7,138
-57
206
$578K 0.07%
15,052
+807
207
$560K 0.06%
8,814
+785
208
$553K 0.06%
74,423
209
$553K 0.06%
24,394
-972
210
$551K 0.06%
10,397
-3,407
211
$546K 0.06%
5,519
+325
212
$539K 0.06%
30,150
213
$535K 0.06%
7,247
+105
214
$532K 0.06%
12,552
+10,320
215
$532K 0.06%
9,542
-345
216
$525K 0.06%
10,737
+489
217
$518K 0.06%
6,344
-2,206
218
$510K 0.06%
12,633
219
$508K 0.06%
4,387
+1,995
220
$500K 0.06%
9,603
+528
221
$493K 0.06%
7,612
-503
222
$488K 0.06%
4,017
223
$476K 0.05%
5,789
-461
224
$462K 0.05%
4,440
225
$461K 0.05%
7,846
-420
7 8
9
10 11