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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 0.85%
62,082
-115
27
$6.88M 0.85%
74,966
-1,805
28
$6.84M 0.84%
37,694
-827
29
$6.75M 0.83%
427,717
+3,795
30
$6.64M 0.82%
215,200
31
$6.49M 0.8%
126,896
-1,400
32
$6.37M 0.78%
53,753
-344
33
$6.26M 0.77%
94,231
+4,179
34
$6.26M 0.77%
74,330
35
$6.17M 0.76%
162,179
-660
36
$5.95M 0.73%
51,521
+2,269
37
$5.62M 0.69%
51,165
-147
38
$5.57M 0.69%
142,963
+1,937
39
$5.52M 0.68%
49,292
-228
40
$5.47M 0.67%
159,490
+4,308
41
$5.2M 0.64%
80,738
-1,049
42
$5.15M 0.63%
129,835
-362
43
$5.15M 0.63%
175,945
-9,068
44
$5.02M 0.62%
63,077
-71
45
$4.95M 0.61%
209,470
-1,200
46
$4.84M 0.6%
192,357
-662
47
$4.72M 0.58%
124,433
-2,060
48
$4.71M 0.58%
67,053
+1,106
49
$4.67M 0.57%
146,237
-3,916
50
$4.63M 0.57%
73,901
+11,692
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