SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1 +$8.03M
2 +$2.12M
3 +$1.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.16M

Top Sells

1 +$1.87M
2 +$1.24M
3 +$1.1M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$958K
5
TPR icon
Tapestry
TPR
+$666K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$25K ﹤0.01%
458
+291
502
$25K ﹤0.01%
306
503
$24K ﹤0.01%
2,800
504
$24K ﹤0.01%
+950
505
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400
506
$24K ﹤0.01%
1,000
507
$23K ﹤0.01%
250
508
$23K ﹤0.01%
3,500
509
$23K ﹤0.01%
240
510
$23K ﹤0.01%
400
511
$23K ﹤0.01%
+1,670
512
$22K ﹤0.01%
1,565
513
$22K ﹤0.01%
278
514
$22K ﹤0.01%
568
-166
515
$22K ﹤0.01%
1,908
516
$22K ﹤0.01%
2,225
517
$22K ﹤0.01%
+1,000
518
$21K ﹤0.01%
+600
519
$21K ﹤0.01%
2,230
+230
520
$21K ﹤0.01%
125
521
$21K ﹤0.01%
+52
522
$21K ﹤0.01%
1,200
523
$21K ﹤0.01%
1,250
524
$20K ﹤0.01%
377
525
$20K ﹤0.01%
771