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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$2.09M
3 +$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1 +$1.8M
2 +$1.14M
3 +$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$132K 0.02%
1,095
-405
302
$132K 0.02%
1,100
-300
303
$131K 0.02%
1,312
-450
304
$130K 0.02%
3,740
305
$127K 0.02%
4,172
-9,164
306
$127K 0.02%
3,858
307
$126K 0.02%
1,781
308
$125K 0.02%
3,232
309
$125K 0.02%
1,481
-87
310
$124K 0.02%
5,102
-140
311
$121K 0.01%
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-19
312
$117K 0.01%
3,088
+2,032
313
$117K 0.01%
1,344
314
$114K 0.01%
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315
$113K 0.01%
786
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316
$107K 0.01%
816
317
$106K 0.01%
1,600
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318
$104K 0.01%
2,710
319
$104K 0.01%
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320
$103K 0.01%
2,510
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321
$102K 0.01%
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-304
322
$101K 0.01%
2,384
323
$100K 0.01%
5,000
324
$99K 0.01%
2,000
325
$99K 0.01%
1,548