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
576
$25K ﹤0.01%
194
577
$25K ﹤0.01%
+195
578
$25K ﹤0.01%
213
579
$25K ﹤0.01%
783
580
$25K ﹤0.01%
45
581
$25K ﹤0.01%
200
582
$24K ﹤0.01%
+568
583
$24K ﹤0.01%
300
584
$24K ﹤0.01%
204
585
$24K ﹤0.01%
1,000
586
$24K ﹤0.01%
240
587
$24K ﹤0.01%
178
588
$24K ﹤0.01%
+2,000
589
$24K ﹤0.01%
451
-176
590
$23K ﹤0.01%
361
591
$23K ﹤0.01%
256
592
$23K ﹤0.01%
250
593
$23K ﹤0.01%
375
-300
594
$23K ﹤0.01%
597
595
$22K ﹤0.01%
830
596
$22K ﹤0.01%
1,200
597
$22K ﹤0.01%
1,000
598
$22K ﹤0.01%
449
599
$22K ﹤0.01%
+200
600
$22K ﹤0.01%
2,080
22 23
24
25 26