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
26
$10.9M 0.85%
180,856
-10,259
27
$9.89M 0.77%
22,189
+168
28
$9.83M 0.77%
71,678
+824
29
$9.19M 0.72%
51,579
+629
30
$9.08M 0.71%
55,510
-675
31
$9.07M 0.71%
72,964
+1,747
32
$8.91M 0.7%
75,090
+3,107
33
$8.33M 0.65%
136,400
+4,100
34
$8M 0.62%
202,182
+1,173
35
$7.97M 0.62%
42,203
+34
36
$7.91M 0.62%
111,994
-1,297
37
$7.68M 0.6%
121,795
+6,850
38
$7.68M 0.6%
36,912
+322
39
$7.59M 0.59%
130,380
+4,088
40
$7.39M 0.58%
33,437
+2,007
41
$7.25M 0.57%
44,090
+122
42
$7.16M 0.56%
35,979
-245
43
$7.09M 0.55%
139,782
+1,069
44
$6.9M 0.54%
364,291
-3,102
45
$6.89M 0.54%
49,162
-85
46
$6.84M 0.53%
46,067
+749
47
$6.81M 0.53%
35,384
-218
48
$6.8M 0.53%
61,801
-2,032
49
$6.68M 0.52%
159,652
-3,154
50
$6.67M 0.52%
96,977
+100
1
2
3 4 5