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
301
$189K 0.01%
1,818
-120
302
$189K 0.01%
1,000
303
$187K 0.01%
+1,309
304
$185K 0.01%
2,950
-427
305
$184K 0.01%
17,514
+510
306
$183K 0.01%
1,125
307
$179K 0.01%
2,386
308
$177K 0.01%
8,755
309
$175K 0.01%
2,000
310
$174K 0.01%
1,077
-56
311
$172K 0.01%
3,295
-30
312
$167K 0.01%
2,764
313
$167K 0.01%
2,692
314
$166K 0.01%
1,915
+33
315
$164K 0.01%
2,524
316
$161K 0.01%
2,490
317
$160K 0.01%
2,410
+460
318
$156K 0.01%
3,500
-85
319
$155K 0.01%
2,655
-661
320
$154K 0.01%
8,980
321
$154K 0.01%
3,300
+300
322
$153K 0.01%
965
323
$151K 0.01%
7,000
324
$151K 0.01%
1,826
+1,226
325
$148K 0.01%
26,250