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
526
$34K ﹤0.01%
925
527
$33K ﹤0.01%
8,670
-347
528
$33K ﹤0.01%
310
529
$33K ﹤0.01%
3,948
530
$33K ﹤0.01%
450
+93
531
$33K ﹤0.01%
120
532
$33K ﹤0.01%
129
533
$33K ﹤0.01%
900
-1,100
534
$33K ﹤0.01%
+383
535
$32K ﹤0.01%
+400
536
$32K ﹤0.01%
515
+215
537
$32K ﹤0.01%
700
538
$31K ﹤0.01%
320
+110
539
$31K ﹤0.01%
1,129
-225
540
$31K ﹤0.01%
127
541
$31K ﹤0.01%
2,400
542
$31K ﹤0.01%
1,516
+1
543
$31K ﹤0.01%
750
544
$31K ﹤0.01%
537
545
$30K ﹤0.01%
200
546
$30K ﹤0.01%
800
547
$30K ﹤0.01%
400
548
$30K ﹤0.01%
20
549
$30K ﹤0.01%
+1,750
550
$29K ﹤0.01%
1,818
20 21
22
23 24