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
301
$199K 0.01%
610
-44
302
$199K 0.01%
1,950
303
$194K 0.01%
2,332
304
$194K 0.01%
13,067
305
$192K 0.01%
19,184
-3,029
306
$191K 0.01%
5,329
-92
307
$190K 0.01%
3,145
+15
308
$181K 0.01%
978
309
$180K 0.01%
2,950
-208
310
$179K 0.01%
203
311
$171K 0.01%
5,250
312
$169K 0.01%
2,120
313
$169K 0.01%
1,566
-39
314
$167K 0.01%
15,714
315
$165K 0.01%
1,390
+295
316
$160K 0.01%
4,370
+420
317
$160K 0.01%
1,758
318
$158K 0.01%
1,253
319
$154K 0.01%
820
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320
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700
-27
321
$154K 0.01%
11,568
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322
$150K 0.01%
352
323
$150K 0.01%
4,164
+48
324
$150K 0.01%
7,023
325
$145K 0.01%
1,700
-1,050
11 12
13
14 15