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
$876M
AUM Growth
+$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.44M
3 +$1.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$910K
5
AGN
Allergan plc
AGN
+$858K

Top Sells

1 +$3.57M
2 +$2.19M
3 +$1.99M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.84M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 12.08%
2 Technology 9.89%
3 Consumer Staples 7.17%
4 Industrials 6.98%
5 Financials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$615K 0.07%
4,440
-100
202
$612K 0.07%
6,392
-560
203
$605K 0.07%
12,633
204
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205
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9,471
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206
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208
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212
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214
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6,517
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215
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216
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217
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219
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222
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5,640
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$428K 0.05%
14,327
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224
$426K 0.05%
7,296
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225
$426K 0.05%
11,961
+785