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
376
$148K 0.01%
1,575
377
$148K 0.01%
1,534
378
$148K 0.01%
2,027
+901
379
$148K 0.01%
6,855
+325
380
$147K 0.01%
832
381
$146K 0.01%
2,187
-1,563
382
$146K 0.01%
719
+513
383
$144K 0.01%
744
384
$144K 0.01%
2,596
+2,229
385
$143K 0.01%
3,474
386
$142K 0.01%
877
+524
387
$141K 0.01%
1,746
+133
388
$141K 0.01%
770
389
$139K 0.01%
1,660
-100
390
$139K 0.01%
+7,211
391
$138K 0.01%
3,300
392
$136K 0.01%
1,675
393
$134K 0.01%
3,240
394
$133K 0.01%
1,216
+31
395
$132K 0.01%
1,142
396
$130K 0.01%
1,810
+130
397
$129K 0.01%
162
+69
398
$129K 0.01%
1,483
399
$129K 0.01%
3,700
-100
400
$129K 0.01%
2,150
14 15
16
17 18