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
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.51M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M

Top Sells

1
+$2.86M
2
+$1.14M
3
+$1.07M
4
BABA icon
Alibaba
BABA
+$1.03M
5
PM icon
Philip Morris
PM
+$910K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$796K 0.04%
30,555
+970
227
$795K 0.04%
35,778
+1,000
228
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6,442
-310
229
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29,275
+6,955
230
$787K 0.04%
13,483
-104
231
$779K 0.04%
20,697
-800
232
$778K 0.04%
17,658
-600
233
$778K 0.04%
1,293
-50
234
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20,829
+244
235
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17,799
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236
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13,084
-105
237
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5,345
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238
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3,123
-26
239
$738K 0.04%
8,810
+443
240
$737K 0.04%
8,301
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241
$736K 0.04%
27,235
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242
$703K 0.03%
3,632
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243
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15,470
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244
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1,410
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245
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13,892
+2,045
246
$667K 0.03%
24,465
+7,485
247
$649K 0.03%
25,552
-3,870
248
$646K 0.03%
3,428
-203
249
$645K 0.03%
4,382
+988
250
$622K 0.03%
6,985
-410
8 9
10
11 12