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
301
$290K 0.02%
3,404
302
$290K 0.02%
20,500
303
$290K 0.02%
2,750
-200
304
$285K 0.02%
1,950
305
$285K 0.02%
4,312
-283
306
$283K 0.02%
6,259
-131
307
$281K 0.01%
13,238
308
$280K 0.01%
3,265
309
$275K 0.01%
17,500
310
$267K 0.01%
7,759
+79
311
$265K 0.01%
16,000
312
$256K 0.01%
5,360
+60
313
$254K 0.01%
3,029
-55
314
$254K 0.01%
1,598
-160
315
$245K 0.01%
696
+21
316
$244K 0.01%
4,062
-100
317
$242K 0.01%
6,580
-305
318
$240K 0.01%
4,811
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319
$240K 0.01%
1,601
320
$237K 0.01%
+814
321
$234K 0.01%
1,028
+28
322
$233K 0.01%
1,439
+300
323
$231K 0.01%
2,008
324
$228K 0.01%
466
325
$224K 0.01%
4,705
11 12
13
14 15