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
$1.28B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.58M
3
+$2.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.74M
5
CSCO icon
Cisco
CSCO
+$1.6M

Top Sells

1
+$2.78M
2
+$1.11M
3
+$747K
4
VZ icon
Verizon
VZ
+$619K
5
ENB icon
Enbridge
ENB
+$533K

Sector Composition

1 Technology 11.76%
2 Healthcare 9.96%
3 Financials 9.8%
4 Consumer Discretionary 6.83%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$561K 0.04%
10,138
227
$560K 0.04%
16,409
-3,348
228
$558K 0.04%
20,125
+8,060
229
$554K 0.04%
5,431
+475
230
$537K 0.04%
8,935
+8,660
231
$529K 0.04%
4,741
+5
232
$517K 0.04%
+4,700
233
$502K 0.04%
5,700
-320
234
$492K 0.04%
8,490
235
$490K 0.04%
9,993
-1,146
236
$486K 0.04%
23,100
+500
237
$475K 0.04%
4,395
-1,360
238
$469K 0.04%
18,370
+6,435
239
$464K 0.04%
4,884
+1,327
240
$463K 0.04%
14,712
+3,601
241
$460K 0.04%
1,227
242
$456K 0.04%
3,824
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243
$420K 0.03%
7,418
-2,150
244
$419K 0.03%
7,607
245
$415K 0.03%
7,745
246
$411K 0.03%
15,360
-810
247
$400K 0.03%
2,876
+385
248
$395K 0.03%
7,144
+1,423
249
$373K 0.03%
14,480
+2,025
250
$365K 0.03%
10,440
-3,350
8 9
10
11 12