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
451
$52K ﹤0.01%
875
+655
452
$52K ﹤0.01%
446
453
$52K ﹤0.01%
5,831
454
$51K ﹤0.01%
310
+110
455
$51K ﹤0.01%
1,868
456
$50K ﹤0.01%
316
457
$49K ﹤0.01%
328
458
$49K ﹤0.01%
309
459
$49K ﹤0.01%
860
460
$49K ﹤0.01%
45
461
$49K ﹤0.01%
1,722
-180
462
$48K ﹤0.01%
972
-1,356
463
$47K ﹤0.01%
1,818
464
$47K ﹤0.01%
425
465
$47K ﹤0.01%
20,000
466
$47K ﹤0.01%
3,000
467
$47K ﹤0.01%
870
+1
468
$47K ﹤0.01%
600
+250
469
$47K ﹤0.01%
1,599
-21
470
$47K ﹤0.01%
3,500
471
$46K ﹤0.01%
3,000
+1,250
472
$46K ﹤0.01%
453
-15
473
$46K ﹤0.01%
850
474
$46K ﹤0.01%
325
-611
475
$45K ﹤0.01%
375
-50
17 18
19
20 21