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
526
$62K ﹤0.01%
1,640
+140
527
$62K ﹤0.01%
+4,000
528
$62K ﹤0.01%
2,355
+183
529
$62K ﹤0.01%
3,500
-1,005
530
$61K ﹤0.01%
774
+474
531
$60K ﹤0.01%
+1,688
532
$59K ﹤0.01%
+850
533
$59K ﹤0.01%
901
534
$58K ﹤0.01%
1,465
535
$58K ﹤0.01%
2,068
-525
536
$58K ﹤0.01%
+1,865
537
$57K ﹤0.01%
+7,030
538
$57K ﹤0.01%
1,061
-100
539
$57K ﹤0.01%
200
540
$57K ﹤0.01%
748
+600
541
$56K ﹤0.01%
673
-185
542
$56K ﹤0.01%
1,337
543
$56K ﹤0.01%
400
-582
544
$56K ﹤0.01%
152
545
$56K ﹤0.01%
1,150
+400
546
$56K ﹤0.01%
406
+4
547
$54K ﹤0.01%
423
+252
548
$54K ﹤0.01%
675
+200
549
$54K ﹤0.01%
630
+200
550
$54K ﹤0.01%
923
+300
20 21
22
23 24