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
351
$182K 0.01%
809
-150
352
$180K 0.01%
6,732
+15
353
$180K 0.01%
678
+201
354
$179K 0.01%
1,211
+43
355
$176K 0.01%
11,730
+259
356
$176K 0.01%
3,012
-400
357
$174K 0.01%
1,440
+32
358
$171K 0.01%
1,030
359
$170K 0.01%
4,870
-70
360
$169K 0.01%
2,106
-334
361
$168K 0.01%
478
+248
362
$164K 0.01%
15,761
363
$163K 0.01%
2,948
+80
364
$160K 0.01%
1,146
+229
365
$159K 0.01%
952
+757
366
$159K 0.01%
2,596
+2,134
367
$157K 0.01%
948
368
$156K 0.01%
610
369
$156K 0.01%
4,336
+22
370
$155K 0.01%
558
371
$153K 0.01%
814
372
$151K 0.01%
924
+624
373
$150K 0.01%
5,598
-294
374
$149K 0.01%
1,800
375
$148K 0.01%
7,009
+27
13 14
15
16 17