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
301
$308K 0.01%
2,950
+200
302
$305K 0.01%
7,409
303
$303K 0.01%
20,500
304
$301K 0.01%
5,131
305
$300K 0.01%
466
306
$299K 0.01%
4,412
-226
307
$298K 0.01%
3,836
+1,553
308
$295K 0.01%
5,266
-72
309
$288K 0.01%
4,991
+3,562
310
$288K 0.01%
2,845
+1,870
311
$282K 0.01%
1,158
312
$278K 0.01%
590
+273
313
$273K 0.01%
17,500
314
$272K 0.01%
16,000
315
$271K 0.01%
14,340
+2,406
316
$269K 0.01%
3,677
317
$262K 0.01%
7,153
318
$261K 0.01%
12,067
-1,171
319
$260K 0.01%
1,661
+60
320
$255K 0.01%
1,514
-80
321
$251K 0.01%
5,955
-1,250
322
$248K 0.01%
1,211
+444
323
$247K 0.01%
1,433
324
$239K 0.01%
2,098
+7
325
$236K 0.01%
3,103
+187
11 12
13
14 15