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
576
$24K ﹤0.01%
650
-43
577
$24K ﹤0.01%
+101
578
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372
579
$23K ﹤0.01%
334
+24
580
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447
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581
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2,000
582
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583
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166
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300
585
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400
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358
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587
$21K ﹤0.01%
1,878
588
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322
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589
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616
590
$20K ﹤0.01%
1,680
591
$20K ﹤0.01%
8,670
592
$20K ﹤0.01%
246
593
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594
$19K ﹤0.01%
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595
$19K ﹤0.01%
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596
$19K ﹤0.01%
1,000
597
$19K ﹤0.01%
+450
598
$19K ﹤0.01%
63
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$19K ﹤0.01%
685
600
$19K ﹤0.01%
242
-199