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
326
$232K 0.01%
4,688
-4,702
327
$229K 0.01%
5,244
-13,250
328
$220K 0.01%
8,400
+2,100
329
$215K 0.01%
8,424
330
$211K 0.01%
4,905
331
$206K 0.01%
5,450
332
$206K 0.01%
1,593
333
$203K 0.01%
2,597
-8
334
$201K 0.01%
683
335
$199K 0.01%
7,784
+488
336
$196K 0.01%
2,894
337
$194K 0.01%
11,387
338
$193K 0.01%
1,885
339
$193K 0.01%
2,922
+2,100
340
$188K 0.01%
1,294
+471
341
$187K 0.01%
2,749
-15
342
$187K 0.01%
4,613
+2,062
343
$186K 0.01%
1,183
+484
344
$186K 0.01%
1,900
345
$186K 0.01%
815
-200
346
$185K 0.01%
1,080
-70
347
$185K 0.01%
1,652
+1,509
348
$184K 0.01%
482
349
$183K 0.01%
282
350
$182K 0.01%
3,308
-80
12 13
14
15 16