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
326
$144K 0.01%
5,653
+245
327
$144K 0.01%
1,203
328
$143K 0.01%
1,772
+1,550
329
$141K 0.01%
6,530
330
$139K 0.01%
4,493
-573
331
$139K 0.01%
652
332
$138K 0.01%
1,142
+521
333
$134K 0.01%
801
+38
334
$133K 0.01%
2,660
335
$129K 0.01%
7,900
336
$128K 0.01%
4,464
+4,364
337
$127K 0.01%
4,253
+3,986
338
$126K 0.01%
1,575
339
$126K 0.01%
5,672
340
$124K 0.01%
1,483
341
$124K 0.01%
1,800
342
$123K 0.01%
1,009
+624
343
$122K 0.01%
2,490
344
$122K 0.01%
1,913
+11
345
$121K 0.01%
+850
346
$119K 0.01%
6,500
347
$119K 0.01%
6,960
-808
348
$118K 0.01%
3,240
349
$117K 0.01%
2,375
350
$116K 0.01%
5,418
12 13
14
15 16