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
376
$98K 0.01%
918
377
$97K 0.01%
534
+1
378
$97K 0.01%
5,831
379
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1,760
380
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381
$96K 0.01%
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382
$94K 0.01%
3,660
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383
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384
$94K 0.01%
860
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-1,900
386
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387
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393
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394
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396
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398
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399
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400
$79K 0.01%
2,095
-1,000