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
451
$55K ﹤0.01%
1,300
+50
452
$55K ﹤0.01%
400
453
$54K ﹤0.01%
1,320
+210
454
$54K ﹤0.01%
405
455
$54K ﹤0.01%
443
+390
456
$53K ﹤0.01%
1,311
+8
457
$53K ﹤0.01%
602
-873
458
$53K ﹤0.01%
500
459
$52K ﹤0.01%
1,767
+168
460
$52K ﹤0.01%
20,000
461
$52K ﹤0.01%
562
-50
462
$51K ﹤0.01%
409
463
$51K ﹤0.01%
415
464
$51K ﹤0.01%
446
+200
465
$51K ﹤0.01%
300
466
$50K ﹤0.01%
3,000
467
$50K ﹤0.01%
1,067
468
$50K ﹤0.01%
342
-29
469
$50K ﹤0.01%
7,499
-747
470
$49K ﹤0.01%
1,083
471
$49K ﹤0.01%
1,783
472
$49K ﹤0.01%
3,435
-500
473
$49K ﹤0.01%
+1,198
474
$48K ﹤0.01%
550
-1,750
475
$48K ﹤0.01%
300
17 18
19
20 21