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
401
$78K 0.01%
5,000
402
$78K 0.01%
1,355
+1,079
403
$78K 0.01%
5,500
+500
404
$77K 0.01%
653
+59
405
$76K 0.01%
1,751
-204
406
$75K 0.01%
2,684
-107
407
$75K 0.01%
1,081
408
$74K 0.01%
657
+48
409
$74K 0.01%
347
410
$74K 0.01%
1,106
+81
411
$74K 0.01%
4,500
412
$73K 0.01%
2,800
413
$72K 0.01%
7,900
+4,000
414
$71K 0.01%
1,680
415
$71K 0.01%
2,938
+200
416
$70K 0.01%
870
417
$70K 0.01%
454
418
$69K 0.01%
4,592
+16
419
$69K 0.01%
2,550
420
$69K 0.01%
4,500
-1,500
421
$69K 0.01%
4,478
422
$69K 0.01%
808
423
$68K 0.01%
317
424
$68K 0.01%
1,865
425
$68K 0.01%
1,000
15 16
17
18 19