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
501
$70K ﹤0.01%
1,951
+11
502
$70K ﹤0.01%
627
+216
503
$70K ﹤0.01%
4,409
+34
504
$70K ﹤0.01%
1,050
+185
505
$69K ﹤0.01%
608
+1
506
$69K ﹤0.01%
857
507
$69K ﹤0.01%
+662
508
$69K ﹤0.01%
188
509
$68K ﹤0.01%
1,570
-70
510
$68K ﹤0.01%
4,000
511
$68K ﹤0.01%
+294
512
$68K ﹤0.01%
5,000
513
$68K ﹤0.01%
214
514
$68K ﹤0.01%
800
515
$68K ﹤0.01%
250
516
$67K ﹤0.01%
2,131
+790
517
$66K ﹤0.01%
778
518
$66K ﹤0.01%
572
519
$66K ﹤0.01%
6,524
520
$66K ﹤0.01%
901
521
$65K ﹤0.01%
531
+131
522
$65K ﹤0.01%
1,688
523
$65K ﹤0.01%
+1,500
524
$64K ﹤0.01%
554
-24
525
$64K ﹤0.01%
1,856
19 20
21
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