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
276
$405K 0.02%
2,919
+141
277
$395K 0.02%
6,714
+45
278
$394K 0.02%
3,055
279
$393K 0.02%
5,268
+921
280
$393K 0.02%
12,442
-117
281
$387K 0.02%
7,479
+5,191
282
$383K 0.02%
4,512
+1,101
283
$383K 0.02%
1,552
-465
284
$377K 0.02%
3,633
+100
285
$371K 0.02%
3,568
+350
286
$371K 0.02%
10,236
-388
287
$357K 0.02%
2,424
288
$355K 0.02%
3,656
-1,326
289
$353K 0.02%
5,885
290
$351K 0.02%
1,682
291
$351K 0.02%
3,285
-279
292
$347K 0.02%
3,809
+100
293
$343K 0.02%
13,300
-396
294
$337K 0.02%
1,344
295
$329K 0.02%
746
296
$324K 0.02%
6,754
-190
297
$323K 0.02%
4,500
-205
298
$323K 0.02%
13,125
299
$320K 0.02%
+12,880
300
$309K 0.01%
4,609
+1,125
10 11
12
13 14