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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.05M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1
+$3.12M
2
+$2.58M
3
+$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$88K ﹤0.01%
905
-95
452
$87K ﹤0.01%
1,750
+60
453
$87K ﹤0.01%
2,556
+121
454
$87K ﹤0.01%
1,843
+1,343
455
$87K ﹤0.01%
423
-125
456
$86K ﹤0.01%
392
+54
457
$86K ﹤0.01%
776
+516
458
$86K ﹤0.01%
1,430
+1,300
459
$86K ﹤0.01%
353
460
$85K ﹤0.01%
490
-60
461
$85K ﹤0.01%
421
462
$85K ﹤0.01%
450
463
$84K ﹤0.01%
717
+271
464
$83K ﹤0.01%
602
+400
465
$82K ﹤0.01%
+1,211
466
$82K ﹤0.01%
570
-60
467
$81K ﹤0.01%
12,000
468
$81K ﹤0.01%
4,300
-1,200
469
$81K ﹤0.01%
1,274
+130
470
$80K ﹤0.01%
2,100
+1,600
471
$80K ﹤0.01%
4,383
+416
472
$80K ﹤0.01%
5,001
473
$80K ﹤0.01%
1,538
+68
474
$80K ﹤0.01%
989
+28
475
$80K ﹤0.01%
275
17 18
19
20 21