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
351
$173K 0.01%
2,764
352
$173K 0.01%
2,283
+41
353
$169K 0.01%
5,370
+3,013
354
$169K 0.01%
1,168
-115
355
$168K 0.01%
77
+42
356
$165K 0.01%
1,408
357
$165K 0.01%
1,593
+672
358
$165K 0.01%
6,830
359
$164K 0.01%
840
+194
360
$163K 0.01%
948
-255
361
$161K 0.01%
1,885
-351
362
$157K 0.01%
3,388
363
$156K 0.01%
1,800
364
$155K 0.01%
282
-35
365
$151K 0.01%
850
366
$150K 0.01%
1,575
367
$148K 0.01%
1,077
+74
368
$147K 0.01%
3,240
369
$143K 0.01%
832
+217
370
$141K 0.01%
1,220
+78
371
$141K 0.01%
5,595
+3
372
$138K 0.01%
2,110
373
$138K 0.01%
1,534
374
$138K 0.01%
883
+27
375
$137K 0.01%
1,760
13 14
15
16 17