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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$378K 0.05%
35,292
+600
227
$362K 0.04%
11,760
-100
228
$333K 0.04%
9,513
229
$330K 0.04%
20,738
+25
230
$330K 0.04%
14,326
231
$326K 0.04%
7,500
232
$323K 0.04%
3,055
+92
233
$321K 0.04%
8,000
234
$320K 0.04%
2,520
235
$315K 0.04%
8,372
236
$309K 0.04%
+3,475
237
$309K 0.04%
6,232
+5,108
238
$309K 0.04%
2,656
-499
239
$308K 0.04%
8,650
-18,605
240
$307K 0.04%
3,100
-482
241
$304K 0.04%
7,186
-40
242
$300K 0.04%
2,556
243
$297K 0.04%
2,725
244
$290K 0.04%
1,629
-875
245
$285K 0.04%
11,200
246
$283K 0.03%
8,258
+1,007
247
$279K 0.03%
3,029
248
$275K 0.03%
3,660
+117
249
$273K 0.03%
2,266
-367
250
$268K 0.03%
4,116
8 9
10
11 12