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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.05M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1
+$3.12M
2
+$2.58M
3
+$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$529K 0.03%
+14,900
252
$527K 0.03%
6,008
+2
253
$514K 0.03%
8,490
254
$511K 0.03%
2,090
+3
255
$500K 0.03%
9,546
+9,456
256
$486K 0.03%
4,143
-186
257
$478K 0.03%
17,735
-908
258
$477K 0.03%
4,091
-335
259
$473K 0.03%
5,032
+12
260
$466K 0.02%
12,700
+705
261
$463K 0.02%
3,376
-1,096
262
$463K 0.02%
5,204
-178
263
$451K 0.02%
2,017
-16
264
$449K 0.02%
6,690
+1,946
265
$447K 0.02%
16,480
+1,926
266
$436K 0.02%
8,994
267
$433K 0.02%
1,257
-29
268
$426K 0.02%
1,170
+161
269
$423K 0.02%
16,480
-5,246
270
$411K 0.02%
16,130
-6,810
271
$411K 0.02%
7,818
+825
272
$408K 0.02%
7,275
273
$408K 0.02%
3,285
-1,215
274
$403K 0.02%
3,568
-208
275
$393K 0.02%
14,345
+5,350
9 10
11
12 13