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
551
$27K ﹤0.01%
110
-10
552
$27K ﹤0.01%
298
553
$27K ﹤0.01%
464
-506
554
$27K ﹤0.01%
20
555
$27K ﹤0.01%
1,253
-600
556
$27K ﹤0.01%
+1,828
557
$26K ﹤0.01%
400
558
$26K ﹤0.01%
331
559
$26K ﹤0.01%
1,200
560
$26K ﹤0.01%
657
+2
561
$25K ﹤0.01%
450
-75
562
$25K ﹤0.01%
195
-35
563
$25K ﹤0.01%
250
564
$25K ﹤0.01%
67
+5
565
$25K ﹤0.01%
257
566
$25K ﹤0.01%
600
-400
567
$24K ﹤0.01%
+300
568
$24K ﹤0.01%
227
569
$24K ﹤0.01%
1,000
570
$24K ﹤0.01%
240
-30
571
$24K ﹤0.01%
590
572
$24K ﹤0.01%
200
-64
573
$24K ﹤0.01%
100
-25
574
$24K ﹤0.01%
110
+60
575
$24K ﹤0.01%
2,398
-200