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
276
$393K 0.02%
283
+170
277
$388K 0.02%
10,624
278
$384K 0.02%
2,604
-50
279
$372K 0.02%
6,955
+1,487
280
$361K 0.02%
2,955
-100
281
$354K 0.02%
3,730
-1,238
282
$352K 0.02%
3,564
283
$344K 0.02%
6,032
+214
284
$344K 0.02%
3,218
+1,378
285
$331K 0.02%
7,153
286
$330K 0.02%
837
-119
287
$325K 0.02%
4,347
288
$324K 0.02%
2,605
289
$323K 0.02%
2,424
-110
290
$321K 0.02%
5,885
291
$321K 0.02%
3,910
+233
292
$317K 0.02%
1,682
+13
293
$316K 0.02%
1,344
294
$312K 0.02%
13,546
-154
295
$310K 0.02%
5,436
+148
296
$305K 0.02%
3,802
+350
297
$302K 0.02%
+1,433
298
$301K 0.02%
+4,000
299
$297K 0.02%
13,125
-1,300
300
$291K 0.02%
1,237
+250
10 11
12
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