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
476
$83K ﹤0.01%
1,939
477
$83K ﹤0.01%
458
-32
478
$83K ﹤0.01%
245
+100
479
$82K ﹤0.01%
965
-2,300
480
$82K ﹤0.01%
1,457
-924
481
$81K ﹤0.01%
950
+169
482
$81K ﹤0.01%
5,001
483
$81K ﹤0.01%
2,200
+600
484
$80K ﹤0.01%
1,844
+644
485
$78K ﹤0.01%
569
-75
486
$78K ﹤0.01%
800
487
$77K ﹤0.01%
500
488
$77K ﹤0.01%
2,500
-214
489
$75K ﹤0.01%
350
490
$75K ﹤0.01%
675
491
$75K ﹤0.01%
1,899
492
$75K ﹤0.01%
860
493
$74K ﹤0.01%
200
+103
494
$74K ﹤0.01%
5,000
495
$72K ﹤0.01%
1,010
496
$72K ﹤0.01%
12,000
497
$72K ﹤0.01%
839
498
$71K ﹤0.01%
1,500
499
$71K ﹤0.01%
532
500
$71K ﹤0.01%
309
18 19
20
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