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
351
$114K 0.01%
7,300
352
$114K 0.01%
1,127
353
$114K 0.01%
947
354
$114K 0.01%
6,270
355
$111K 0.01%
1,420
+12
356
$111K 0.01%
5,053
+400
357
$110K 0.01%
1,760
358
$110K 0.01%
583
-182
359
$109K 0.01%
2,250
-20
360
$109K 0.01%
113
361
$109K 0.01%
7,600
+5,064
362
$108K 0.01%
2,110
-642
363
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526
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364
$106K 0.01%
4,500
365
$104K 0.01%
3,138
366
$104K 0.01%
222
+220
367
$102K 0.01%
3,575
+3,500
368
$102K 0.01%
1,500
369
$101K 0.01%
1,250
-500
370
$100K 0.01%
1,235
-615
371
$99K 0.01%
5,379
372
$98K 0.01%
4,000
373
$97K 0.01%
1,376
-300
374
$96K 0.01%
828
-48
375
$96K 0.01%
1,800
-650
13 14
15
16 17