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
$1.46B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.42M
3
+$1.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1
+$2.49M
2
+$2.36M
3
+$1.58M
4
AAPL icon
Apple
AAPL
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.09M

Sector Composition

1 Technology 15.75%
2 Healthcare 10.69%
3 Financials 8.87%
4 Consumer Discretionary 8.21%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$38K ﹤0.01%
132
+8
502
$38K ﹤0.01%
500
503
$38K ﹤0.01%
1,000
-1,000
504
$38K ﹤0.01%
247
+1
505
$37K ﹤0.01%
238
506
$37K ﹤0.01%
3,000
507
$37K ﹤0.01%
3,018
-599
508
$37K ﹤0.01%
4,465
509
$36K ﹤0.01%
2,600
510
$36K ﹤0.01%
360
511
$36K ﹤0.01%
931
+15
512
$36K ﹤0.01%
110
-5
513
$35K ﹤0.01%
300
514
$35K ﹤0.01%
1,000
515
$35K ﹤0.01%
413
516
$35K ﹤0.01%
800
517
$35K ﹤0.01%
435
518
$34K ﹤0.01%
812
+13
519
$34K ﹤0.01%
265
+100
520
$33K ﹤0.01%
1,537
+37
521
$33K ﹤0.01%
1,095
522
$33K ﹤0.01%
200
523
$33K ﹤0.01%
2,387
524
$33K ﹤0.01%
5,500
525
$33K ﹤0.01%
200
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