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
$1.28B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.58M
3
+$2.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.74M
5
CSCO icon
Cisco
CSCO
+$1.6M

Top Sells

1
+$2.78M
2
+$1.11M
3
+$747K
4
VZ icon
Verizon
VZ
+$619K
5
ENB icon
Enbridge
ENB
+$533K

Sector Composition

1 Technology 11.76%
2 Healthcare 9.96%
3 Financials 9.8%
4 Consumer Discretionary 6.83%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$39K ﹤0.01%
1,398
502
$39K ﹤0.01%
481
503
$39K ﹤0.01%
300
504
$39K ﹤0.01%
400
-100
505
$39K ﹤0.01%
337
506
$39K ﹤0.01%
275
507
$38K ﹤0.01%
240
508
$37K ﹤0.01%
325
509
$37K ﹤0.01%
280
+180
510
$37K ﹤0.01%
850
511
$37K ﹤0.01%
173
+51
512
$36K ﹤0.01%
375
513
$36K ﹤0.01%
1,400
514
$36K ﹤0.01%
460
515
$36K ﹤0.01%
1,997
-1,145
516
$36K ﹤0.01%
3,500
+2,500
517
$36K ﹤0.01%
2,750
518
$35K ﹤0.01%
150
519
$35K ﹤0.01%
590
520
$35K ﹤0.01%
1,727
521
$34K ﹤0.01%
1,333
522
$34K ﹤0.01%
453
523
$34K ﹤0.01%
6,524
524
$34K ﹤0.01%
200
525
$34K ﹤0.01%
872
19 20
21
22 23