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
351
$116K 0.01%
+2,366
352
$114K 0.01%
4,150
+960
353
$114K 0.01%
950
354
$112K 0.01%
4,000
355
$110K 0.01%
821
356
$109K 0.01%
1,466
+1,102
357
$108K 0.01%
4,191
-1,538
358
$108K 0.01%
1,150
+300
359
$107K 0.01%
3,125
+294
360
$107K 0.01%
829
-375
361
$107K 0.01%
2,700
+500
362
$106K 0.01%
2,382
+84
363
$105K 0.01%
3,615
+1,290
364
$105K 0.01%
2,617
+372
365
$105K 0.01%
1,440
366
$104K 0.01%
3,658
-87
367
$104K 0.01%
1,209
368
$104K 0.01%
6,530
+6,120
369
$103K 0.01%
1,915
+1,415
370
$101K 0.01%
925
-700
371
$101K 0.01%
1,665
372
$99K 0.01%
1,644
373
$99K 0.01%
140
374
$99K 0.01%
1,500
375
$98K 0.01%
5,379
13 14
15
16 17