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
$1.46B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.42M
3
+$1.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1
+$2.49M
2
+$2.36M
3
+$1.58M
4
AAPL icon
Apple
AAPL
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.09M

Sector Composition

1 Technology 15.75%
2 Healthcare 10.69%
3 Financials 8.87%
4 Consumer Discretionary 8.21%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$517K 0.04%
18,863
+186
227
$516K 0.04%
8,173
-231
228
$516K 0.04%
8,490
-305
229
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230
$500K 0.03%
3,491
231
$498K 0.03%
5,223
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232
$497K 0.03%
5,133
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233
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22,319
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234
$460K 0.03%
4,400
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235
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22,860
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236
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34,012
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237
$448K 0.03%
5,718
238
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16,575
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239
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17,188
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240
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241
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242
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244
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2,127
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245
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4,993
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246
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1,725
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247
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6,557
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248
$371K 0.03%
4,010
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249
$352K 0.02%
4,290
+1,663
250
$352K 0.02%
9,781
-3,025
8 9
10
11 12