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
426
$67K ﹤0.01%
1,372
427
$66K ﹤0.01%
850
428
$64K ﹤0.01%
770
429
$64K ﹤0.01%
340
430
$63K ﹤0.01%
471
-151
431
$62K ﹤0.01%
36
432
$62K ﹤0.01%
5,000
433
$62K ﹤0.01%
2,330
+14
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$62K ﹤0.01%
4,478
435
$60K ﹤0.01%
675
436
$60K ﹤0.01%
801
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$60K ﹤0.01%
545
438
$60K ﹤0.01%
593
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439
$59K ﹤0.01%
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440
$59K ﹤0.01%
275
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441
$58K ﹤0.01%
524
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$58K ﹤0.01%
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$58K ﹤0.01%
450
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$57K ﹤0.01%
174
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$56K ﹤0.01%
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446
$55K ﹤0.01%
1,548
447
$54K ﹤0.01%
840
448
$54K ﹤0.01%
405
449
$53K ﹤0.01%
500
450
$53K ﹤0.01%
4,505