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
276
$275K 0.02%
11,440
+733
277
$267K 0.02%
20,500
278
$263K 0.02%
2,539
-250
279
$261K 0.02%
2,834
-50
280
$256K 0.02%
2,873
281
$254K 0.02%
5,250
-434
282
$251K 0.02%
703
-15
283
$250K 0.02%
17,500
284
$249K 0.02%
6,545
-110
285
$239K 0.02%
2,825
+1,913
286
$236K 0.02%
2,692
287
$234K 0.02%
3,826
+1,088
288
$232K 0.02%
2,315
+938
289
$229K 0.02%
1,479
290
$228K 0.02%
6,035
291
$226K 0.02%
2,500
292
$212K 0.02%
1,018
+341
293
$211K 0.02%
797
+59
294
$208K 0.02%
3,630
295
$205K 0.02%
2,774
296
$203K 0.02%
7,454
297
$200K 0.02%
5,468
298
$199K 0.02%
5,343
299
$197K 0.02%
1,765
+665
300
$191K 0.01%
2,025
10 11
12
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