SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$7.86M
2
+$5.41M
3
+$4.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.73M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M

Top Sells

1
+$2.86M
2
+$1.27M
3
+$1.08M
4
T icon
AT&T
T
+$1.08M
5
PM icon
Philip Morris
PM
+$895K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$48K ﹤0.01%
+1,068
577
$48K ﹤0.01%
2,750
578
$47K ﹤0.01%
461
579
$47K ﹤0.01%
770
580
$47K ﹤0.01%
435
581
$47K ﹤0.01%
425
582
$47K ﹤0.01%
1,000
-200
583
$47K ﹤0.01%
1,010
584
$47K ﹤0.01%
675
585
$46K ﹤0.01%
1,216
+296
586
$46K ﹤0.01%
2,000
587
$46K ﹤0.01%
2,387
-2,855
588
$46K ﹤0.01%
1,000
-16,006
589
$46K ﹤0.01%
375
590
$46K ﹤0.01%
2,400
591
$46K ﹤0.01%
480
592
$45K ﹤0.01%
1,614
-100
593
$45K ﹤0.01%
2,350
-500
594
$45K ﹤0.01%
388
595
$45K ﹤0.01%
3,000
596
$45K ﹤0.01%
2,500
597
$45K ﹤0.01%
853
+10
598
$45K ﹤0.01%
69
-5
599
$44K ﹤0.01%
459
600
$44K ﹤0.01%
2,110
22 23
24
25 26