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
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.51M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M

Top Sells

1
+$2.86M
2
+$1.14M
3
+$1.07M
4
BABA icon
Alibaba
BABA
+$1.03M
5
PM icon
Philip Morris
PM
+$910K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 0.91%
52,928
+823
27
$17.3M 0.83%
276,419
+134,052
28
$16.4M 0.78%
63,491
-616
29
$16.3M 0.78%
17,803
-55
30
$16.1M 0.77%
332,799
+8,292
31
$15.3M 0.73%
36,968
+37
32
$14.9M 0.71%
49,768
-16
33
$14.5M 0.69%
25,485
+849
34
$14.1M 0.67%
150,488
-2,421
35
$13.9M 0.66%
57,013
+2,546
36
$13.9M 0.66%
107,487
+672
37
$12.9M 0.62%
34,869
+248
38
$12.8M 0.61%
50,314
+1,555
39
$12.7M 0.61%
137,280
+306
40
$12.3M 0.59%
193,853
+1,840
41
$12M 0.57%
69,287
-420
42
$11.9M 0.57%
63,029
+3,902
43
$11.7M 0.56%
39,828
+1,394
44
$11.4M 0.55%
20,167
+381
45
$11.2M 0.53%
29,215
+1,498
46
$11M 0.52%
67,163
+1,570
47
$10.9M 0.52%
125,101
-3,059
48
$10.4M 0.5%
63,428
-725
49
$10.3M 0.49%
123,027
+2,643
50
$10.1M 0.48%
46,678
+177
1
2
3 4 5