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
601
$44K ﹤0.01%
+325
602
$44K ﹤0.01%
2,392
603
$43K ﹤0.01%
310
604
$43K ﹤0.01%
460
605
$43K ﹤0.01%
1,346
-1,210
606
$43K ﹤0.01%
777
607
$43K ﹤0.01%
170
608
$43K ﹤0.01%
450
609
$42K ﹤0.01%
1,900
-25,313
610
$42K ﹤0.01%
1,636
-102
611
$42K ﹤0.01%
892
+113
612
$42K ﹤0.01%
315
613
$42K ﹤0.01%
+160
614
$41K ﹤0.01%
407
615
$41K ﹤0.01%
329
616
$41K ﹤0.01%
+825
617
$40K ﹤0.01%
8,365
618
$40K ﹤0.01%
245
619
$40K ﹤0.01%
2,000
620
$40K ﹤0.01%
2,300
621
$40K ﹤0.01%
190
-10
622
$40K ﹤0.01%
4,041
-4,989
623
$39K ﹤0.01%
2,000
624
$39K ﹤0.01%
213
-39
625
$39K ﹤0.01%
725
+402
23 24
25
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