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
251
$617K 0.03%
5,887
+150
252
$594K 0.03%
8,172
+496
253
$574K 0.03%
9,369
-596
254
$564K 0.03%
5,928
-360
255
$552K 0.03%
5,836
-1,075
256
$533K 0.03%
2,304
+60
257
$522K 0.02%
13,378
+498
258
$506K 0.02%
8,541
+51
259
$502K 0.02%
6,011
+2
260
$495K 0.02%
9,616
261
$490K 0.02%
1,930
+673
262
$481K 0.02%
283
263
$467K 0.02%
6,459
-200
264
$464K 0.02%
5,006
+951
265
$460K 0.02%
2,033
+115
266
$459K 0.02%
3,744
-75
267
$457K 0.02%
1,257
268
$451K 0.02%
8,660
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269
$443K 0.02%
1,145
270
$429K 0.02%
18,236
-6,532
271
$424K 0.02%
3,080
+1,130
272
$423K 0.02%
6,955
273
$421K 0.02%
2,688
+84
274
$407K 0.02%
6,130
+1,000
275
$406K 0.02%
929
+116
9 10
11
12 13