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
251
$363K 0.03%
18,252
-378
252
$360K 0.03%
8,062
-100
253
$349K 0.03%
4,656
-200
254
$344K 0.03%
1,276
-10
255
$341K 0.03%
19,576
256
$335K 0.03%
12,800
+1,200
257
$334K 0.03%
1,800
258
$333K 0.03%
6,254
-198
259
$331K 0.03%
2,118
+546
260
$324K 0.03%
12,560
+560
261
$322K 0.03%
2,162
-103
262
$314K 0.02%
15,941
-9,328
263
$313K 0.02%
7,129
-552
264
$312K 0.02%
1
265
$304K 0.02%
11,555
+1,065
266
$301K 0.02%
2,171
+251
267
$300K 0.02%
3,505
+26
268
$299K 0.02%
6,338
269
$298K 0.02%
12,622
270
$289K 0.02%
2,910
271
$286K 0.02%
8,395
272
$285K 0.02%
7,153
273
$279K 0.02%
6,269
-661
274
$279K 0.02%
20,200
-1,528
275
$278K 0.02%
1,344
9 10
11
12 13