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
26
$16.2M 0.86%
809,640
+99,400
27
$15.8M 0.84%
18,105
-396
28
$15.3M 0.81%
325,350
+13,089
29
$14.7M 0.78%
25,129
+1,040
30
$14.5M 0.77%
28,805
+1,474
31
$13.6M 0.72%
48,945
+844
32
$12.5M 0.66%
64,371
+140
33
$11.8M 0.62%
48,203
+1,994
34
$11.3M 0.6%
154,701
+4,550
35
$11M 0.59%
34,706
+1,706
36
$11M 0.58%
66,393
-451
37
$11M 0.58%
37,160
+499
38
$10.7M 0.57%
72,191
-1,182
39
$10.7M 0.57%
45,716
+1,067
40
$10.7M 0.57%
109,773
+2,670
41
$10.5M 0.56%
38,781
+874
42
$10.4M 0.55%
27,304
+1,029
43
$10.3M 0.55%
194,921
-2,771
44
$10.1M 0.54%
54,193
+4,373
45
$9.86M 0.52%
131,722
-4,338
46
$9.63M 0.51%
144,093
+1,579
47
$9.26M 0.49%
26,128
-8,807
48
$9.02M 0.48%
90,767
-2,334
49
$8.97M 0.48%
47,006
-290
50
$8.92M 0.47%
66,134
-1,832