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
326
$223K 0.01%
1,158
327
$218K 0.01%
3,681
+426
328
$216K 0.01%
3,602
+5
329
$212K 0.01%
683
330
$211K 0.01%
1,325
-65
331
$209K 0.01%
852
+25
332
$208K 0.01%
203
333
$205K 0.01%
11,832
334
$205K 0.01%
2,795
+610
335
$202K 0.01%
3,310
-241
336
$202K 0.01%
440
337
$200K 0.01%
1,205
-215
338
$200K 0.01%
2,084
+8
339
$199K 0.01%
1,085
-80
340
$199K 0.01%
2,170
-230
341
$193K 0.01%
1,000
342
$193K 0.01%
6,263
343
$190K 0.01%
11,220
+222
344
$186K 0.01%
7,156
+396
345
$183K 0.01%
4,974
-905
346
$182K 0.01%
5,390
+1,189
347
$182K 0.01%
15,761
348
$182K 0.01%
1,040
349
$180K 0.01%
11,387
-2,305
350
$173K 0.01%
4,253
12 13
14
15 16