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
401
$128K 0.01%
4,653
402
$128K 0.01%
3,609
-690
403
$127K 0.01%
7,300
404
$127K 0.01%
94
+35
405
$127K 0.01%
400
406
$127K 0.01%
500
-250
407
$125K 0.01%
1,345
+562
408
$124K 0.01%
1,590
409
$123K 0.01%
1,146
+507
410
$123K 0.01%
6,395
+2,095
411
$122K 0.01%
1,479
412
$122K 0.01%
2,371
413
$120K 0.01%
213
+11
414
$120K 0.01%
650
+228
415
$118K 0.01%
880
416
$118K 0.01%
766
417
$116K 0.01%
600
418
$115K 0.01%
1,164
419
$114K 0.01%
981
+411
420
$113K 0.01%
150
421
$112K 0.01%
1,039
422
$112K 0.01%
1,680
423
$112K 0.01%
2,004
424
$111K 0.01%
170
+151
425
$111K 0.01%
837
+177
15 16
17
18 19