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
426
$111K 0.01%
6,300
427
$109K 0.01%
883
428
$109K 0.01%
1,439
429
$108K 0.01%
3,300
430
$108K 0.01%
850
431
$107K 0.01%
1,223
-100
432
$106K 0.01%
930
-20
433
$105K 0.01%
3,672
-750
434
$105K 0.01%
327
435
$104K 0.01%
893
436
$103K ﹤0.01%
646
-10
437
$103K ﹤0.01%
4,953
+1,108
438
$103K ﹤0.01%
3,549
+13
439
$101K ﹤0.01%
1,660
440
$101K ﹤0.01%
119
-6
441
$100K ﹤0.01%
2,170
442
$100K ﹤0.01%
550
+100
443
$100K ﹤0.01%
945
444
$99K ﹤0.01%
1,038
+18
445
$99K ﹤0.01%
3,280
+300
446
$99K ﹤0.01%
937
447
$98K ﹤0.01%
1,538
448
$94K ﹤0.01%
905
449
$94K ﹤0.01%
689
-75
450
$94K ﹤0.01%
1,980
+1,850