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
526
$33K ﹤0.01%
295
-140
527
$32K ﹤0.01%
150
528
$32K ﹤0.01%
51
-10
529
$32K ﹤0.01%
1,333
530
$32K ﹤0.01%
514
+14
531
$31K ﹤0.01%
374
532
$31K ﹤0.01%
975
533
$31K ﹤0.01%
1,126
+400
534
$31K ﹤0.01%
2,400
535
$31K ﹤0.01%
1,505
536
$31K ﹤0.01%
2,296
537
$31K ﹤0.01%
500
+100
538
$31K ﹤0.01%
750
539
$30K ﹤0.01%
500
-60
540
$30K ﹤0.01%
590
541
$30K ﹤0.01%
2,720
542
$29K ﹤0.01%
537
543
$29K ﹤0.01%
460
544
$29K ﹤0.01%
204
-143
545
$29K ﹤0.01%
445
-915
546
$29K ﹤0.01%
950
547
$28K ﹤0.01%
901
548
$27K ﹤0.01%
2,080
549
$27K ﹤0.01%
284
550
$27K ﹤0.01%
795
+144
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