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
$1.01B
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$3.04M
3
+$2.6M
4
WBA
Walgreens Boots Alliance
WBA
+$2.12M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$2.98M
2
+$2.9M
3
+$1.89M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.1M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.03M

Sector Composition

1 Healthcare 11.27%
2 Technology 11.21%
3 Financials 7.69%
4 Consumer Staples 6.57%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$719K 0.07%
3,841
+990
202
$711K 0.07%
5,324
-327
203
$701K 0.07%
5,296
-2,231
204
$676K 0.07%
8,040
+26
205
$676K 0.07%
15,995
-200
206
$654K 0.07%
5,664
-153
207
$646K 0.06%
12,633
208
$621K 0.06%
7,650
-4,425
209
$604K 0.06%
3,094
-130
210
$599K 0.06%
5,554
-2,100
211
$595K 0.06%
15,829
+6,397
212
$592K 0.06%
4,439
+375
213
$588K 0.06%
4,365
-75
214
$580K 0.06%
7,000
+380
215
$579K 0.06%
4,250
216
$566K 0.06%
6,943
217
$548K 0.05%
20,739
-6,223
218
$539K 0.05%
10,212
-222
219
$536K 0.05%
4,277
-75
220
$534K 0.05%
5,880
221
$521K 0.05%
8,403
+337
222
$493K 0.05%
11,015
+157
223
$474K 0.05%
3,401
+295
224
$464K 0.05%
15,085
-952
225
$453K 0.05%
6,526
-400
7 8
9
10 11