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
601
$19K ﹤0.01%
1,190
602
$18K ﹤0.01%
1,264
+16
603
$18K ﹤0.01%
+310
604
$18K ﹤0.01%
358
605
$18K ﹤0.01%
216
606
$18K ﹤0.01%
250
+200
607
$18K ﹤0.01%
464
608
$17K ﹤0.01%
600
-230
609
$17K ﹤0.01%
176
610
$17K ﹤0.01%
446
611
$17K ﹤0.01%
240
612
$17K ﹤0.01%
200
613
$16K ﹤0.01%
416
+16
614
$16K ﹤0.01%
+336
615
$16K ﹤0.01%
892
-1,936
616
$16K ﹤0.01%
579
617
$16K ﹤0.01%
340
618
$16K ﹤0.01%
6,524
619
$16K ﹤0.01%
2,096
620
$16K ﹤0.01%
250
621
$16K ﹤0.01%
300
-100
622
$15K ﹤0.01%
2,123
-3,922
623
$15K ﹤0.01%
875
-125
624
$15K ﹤0.01%
50
625
$15K ﹤0.01%
75
-20
23 24
25
26 27