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
26
$11.3M 0.77%
154,020
+2,420
27
$11.2M 0.76%
216,099
-3,768
28
$10.9M 0.75%
39,366
-1,082
29
$10.8M 0.74%
19,222
-501
30
$10.8M 0.74%
78,023
-234
31
$10.7M 0.73%
42,696
+568
32
$10.6M 0.72%
49,600
-2,285
33
$10.5M 0.71%
53,138
-2,299
34
$10.1M 0.69%
60,656
+1,055
35
$9.88M 0.67%
166,101
+16
36
$9.8M 0.67%
70,483
+249
37
$9.68M 0.66%
139,492
+4,012
38
$9.54M 0.65%
39,487
+2,276
39
$9.28M 0.63%
685,680
-14,120
40
$8.91M 0.61%
226,155
-23,993
41
$8.48M 0.58%
140,651
+2,326
42
$8.38M 0.57%
37,086
-173
43
$8.34M 0.57%
41,705
+370
44
$8.27M 0.56%
16,871
+1,062
45
$7.51M 0.51%
25,549
+113
46
$7.41M 0.51%
144,296
-138
47
$7.41M 0.51%
33,940
-331
48
$7.11M 0.49%
70,881
+227
49
$7.1M 0.48%
94,324
-1,092
50
$7.01M 0.48%
120,003
-4,416
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