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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$2.09M
3 +$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1 +$1.8M
2 +$1.14M
3 +$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$78K 0.01%
1,700
+41
352
$78K 0.01%
4,375
353
$77K 0.01%
2,454
354
$77K 0.01%
1,188
355
$77K 0.01%
790
-134
356
$76K 0.01%
1,090
+300
357
$75K 0.01%
2,812
358
$75K 0.01%
2,025
+80
359
$74K 0.01%
2,120
360
$73K 0.01%
1,000
+200
361
$72K 0.01%
1,324
-200
362
$71K 0.01%
986
-182
363
$70K 0.01%
2,280
364
$69K 0.01%
3,000
365
$69K 0.01%
461
-300
366
$68K 0.01%
1,300
+500
367
$68K 0.01%
765
368
$67K 0.01%
367
-1,074
369
$67K 0.01%
1,434
370
$66K 0.01%
3,600
371
$66K 0.01%
2,021
+271
372
$66K 0.01%
955
373
$66K 0.01%
563
374
$65K 0.01%
333
+315
375
$63K 0.01%
1,208
+20