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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.05M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1
+$3.12M
2
+$2.58M
3
+$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$69K ﹤0.01%
960
502
$69K ﹤0.01%
1,555
+105
503
$68K ﹤0.01%
500
504
$68K ﹤0.01%
5,000
505
$68K ﹤0.01%
1,175
506
$67K ﹤0.01%
578
+554
507
$67K ﹤0.01%
1,856
+308
508
$67K ﹤0.01%
+1,316
509
$67K ﹤0.01%
1,230
+304
510
$67K ﹤0.01%
607
+2
511
$67K ﹤0.01%
+1,295
512
$67K ﹤0.01%
+800
513
$66K ﹤0.01%
1,010
514
$66K ﹤0.01%
4,000
515
$66K ﹤0.01%
214
+139
516
$65K ﹤0.01%
+481
517
$65K ﹤0.01%
1,220
+320
518
$65K ﹤0.01%
1,000
-255
519
$64K ﹤0.01%
93
+28
520
$64K ﹤0.01%
1,930
+11
521
$64K ﹤0.01%
2,405
+1,405
522
$64K ﹤0.01%
748
+109
523
$63K ﹤0.01%
+500
524
$63K ﹤0.01%
650
-205
525
$63K ﹤0.01%
1,515
+33
19 20
21
22 23