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
201
$664K 0.06%
7,265
-511
202
$654K 0.06%
17,728
-2,439
203
$639K 0.06%
8,372
-6
204
$635K 0.06%
7,660
-1,894
205
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9,522
-1,282
206
$585K 0.06%
7,633
-1,673
207
$583K 0.06%
3,642
+203
208
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16,509
-3,660
209
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34,541
+29,688
210
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2,130
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211
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4,689
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212
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6,194
-1,480
213
$551K 0.05%
6,171
+1,384
214
$549K 0.05%
8,944
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215
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3,595
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216
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24,975
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8,646
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218
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6,373
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219
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10,831
-486
220
$473K 0.05%
12,580
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221
$463K 0.04%
4,295
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222
$453K 0.04%
16,920
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223
$445K 0.04%
8,490
-400
224
$440K 0.04%
4,486
-85
225
$432K 0.04%
14,571
-3,262
7 8
9
10 11