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
251
$349K 0.02%
3,515
+3,015
252
$340K 0.02%
1,921
253
$337K 0.02%
1,216
254
$328K 0.02%
2,086
-152
255
$324K 0.02%
4,401
-2,040
256
$320K 0.02%
1
257
$318K 0.02%
1,009
258
$316K 0.02%
3,097
259
$314K 0.02%
4,164
-514
260
$312K 0.02%
4,529
-99
261
$306K 0.02%
2,724
-522
262
$304K 0.02%
12,954
-2,869
263
$301K 0.02%
11,130
+3,740
264
$300K 0.02%
7,153
265
$298K 0.02%
1,409
+385
266
$296K 0.02%
8,243
267
$293K 0.02%
2,880
+323
268
$291K 0.02%
6,188
-186
269
$289K 0.02%
23,625
270
$284K 0.02%
10,405
+5,380
271
$278K 0.02%
5,894
272
$275K 0.02%
3,302
273
$271K 0.02%
4,485
-429
274
$271K 0.02%
5,960
-75
275
$265K 0.02%
4,829
+24
9 10
11
12 13