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
$1.46B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.42M
3
+$1.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1
+$2.49M
2
+$2.36M
3
+$1.58M
4
AAPL icon
Apple
AAPL
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.09M

Sector Composition

1 Technology 15.75%
2 Healthcare 10.69%
3 Financials 8.87%
4 Consumer Discretionary 8.21%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$77K 0.01%
4,945
-12,463
402
$76K 0.01%
750
403
$74K 0.01%
1,305
-125
404
$74K 0.01%
354
-9
405
$73K 0.01%
1,000
406
$73K 0.01%
1,751
407
$73K 0.01%
400
408
$73K 0.01%
1,500
409
$73K 0.01%
5,001
410
$73K 0.01%
1,238
411
$73K 0.01%
945
412
$72K ﹤0.01%
2,089
413
$72K ﹤0.01%
4,596
-1,225
414
$71K ﹤0.01%
752
415
$71K ﹤0.01%
551
-100
416
$71K ﹤0.01%
94
-6
417
$71K ﹤0.01%
434
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418
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419
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1,660
420
$69K ﹤0.01%
861
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421
$68K ﹤0.01%
550
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422
$68K ﹤0.01%
740
423
$67K ﹤0.01%
577
+100
424
$67K ﹤0.01%
804
425
$67K ﹤0.01%
5,000
15 16
17
18 19