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
251
$260K 0.03%
5,275
-415
252
$260K 0.03%
2,978
253
$259K 0.03%
32,676
-5,790
254
$256K 0.03%
5,676
-200
255
$247K 0.03%
10,865
+610
256
$240K 0.03%
1,488
-20
257
$239K 0.03%
3,970
258
$236K 0.03%
14,585
259
$234K 0.03%
2,862
-3,175
260
$232K 0.03%
6,778
-6
261
$221K 0.03%
10,354
262
$218K 0.03%
6,310
-630
263
$215K 0.03%
2,650
+450
264
$212K 0.03%
3,741
-336
265
$210K 0.03%
4,638
266
$208K 0.03%
2,375
267
$207K 0.03%
3,006
268
$205K 0.03%
1,590
269
$203K 0.03%
3,429
270
$201K 0.02%
3,901
+349
271
$194K 0.02%
3,953
-643
272
$192K 0.02%
6,025
273
$189K 0.02%
5,840
+400
274
$185K 0.02%
1,268
-20
275
$184K 0.02%
6,815
+760
9 10
11
12 13