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
326
$147K 0.01%
602
-250
327
$146K 0.01%
1,644
-70
328
$141K 0.01%
1,316
-91
329
$140K 0.01%
3,200
330
$139K 0.01%
4,653
331
$134K 0.01%
2,506
332
$133K 0.01%
1,127
333
$132K 0.01%
2,660
334
$131K 0.01%
11,700
335
$131K 0.01%
480
+2
336
$130K 0.01%
2,557
-150
337
$128K 0.01%
1,544
+100
338
$128K 0.01%
1,037
339
$127K 0.01%
1,413
340
$127K 0.01%
1,358
341
$125K 0.01%
8,692
342
$124K 0.01%
1,135
343
$124K 0.01%
4,462
344
$123K 0.01%
2,595
345
$123K 0.01%
639
346
$122K 0.01%
+1,492
347
$121K 0.01%
7,800
-1,527
348
$120K 0.01%
894
+29
349
$120K 0.01%
1,250
350
$117K 0.01%
8,155
12 13
14
15 16