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
551
$57K ﹤0.01%
2,000
552
$56K ﹤0.01%
525
-57
553
$55K ﹤0.01%
1,175
554
$54K ﹤0.01%
2,941
-1,100
555
$54K ﹤0.01%
4,000
556
$54K ﹤0.01%
247
557
$53K ﹤0.01%
1,150
558
$53K ﹤0.01%
442
559
$53K ﹤0.01%
467
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560
$52K ﹤0.01%
500
561
$52K ﹤0.01%
300
-50
562
$52K ﹤0.01%
200
563
$52K ﹤0.01%
757
-42
564
$51K ﹤0.01%
2,900
565
$51K ﹤0.01%
2,308
+140
566
$51K ﹤0.01%
2,457
567
$51K ﹤0.01%
649
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$51K ﹤0.01%
2,106
+237
569
$50K ﹤0.01%
309
570
$50K ﹤0.01%
230
571
$50K ﹤0.01%
1,945
572
$50K ﹤0.01%
93
573
$49K ﹤0.01%
235
574
$49K ﹤0.01%
2,320
575
$48K ﹤0.01%
818
+51