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
276
$258K 0.02%
3,677
277
$254K 0.02%
1,344
278
$252K 0.02%
1,200
279
$251K 0.02%
17,500
280
$250K 0.02%
+2,259
281
$249K 0.02%
26,662
-14,000
282
$248K 0.02%
795
+86
283
$243K 0.02%
8,184
-1,595
284
$241K 0.02%
16,000
285
$240K 0.02%
780
-264
286
$239K 0.02%
1,726
-200
287
$238K 0.02%
20,500
288
$232K 0.02%
2,466
289
$230K 0.02%
4,192
+547
290
$227K 0.02%
+4,500
291
$219K 0.02%
23,185
+12,615
292
$217K 0.01%
5,468
293
$216K 0.01%
7,585
+55
294
$209K 0.01%
2,021
-1
295
$205K 0.01%
1,000
296
$205K 0.01%
7,662
297
$205K 0.01%
1,258
298
$204K 0.01%
2,238
-389
299
$201K 0.01%
1,757
300
$199K 0.01%
2,259
+1,550
10 11
12
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