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
626
$15K ﹤0.01%
445
627
$15K ﹤0.01%
247
628
$15K ﹤0.01%
+529
629
$15K ﹤0.01%
333
630
$15K ﹤0.01%
1,000
631
$14K ﹤0.01%
150
632
$14K ﹤0.01%
553
633
$14K ﹤0.01%
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634
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635
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280
636
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+225
637
$14K ﹤0.01%
132
-181
638
$13K ﹤0.01%
250
639
$13K ﹤0.01%
145
640
$13K ﹤0.01%
682
+79
641
$13K ﹤0.01%
214
642
$13K ﹤0.01%
250
643
$13K ﹤0.01%
338
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644
$13K ﹤0.01%
224
-86
645
$13K ﹤0.01%
300
646
$13K ﹤0.01%
70
-19
647
$13K ﹤0.01%
236
648
$13K ﹤0.01%
414
649
$13K ﹤0.01%
375
650
$12K ﹤0.01%
600
24 25
26
27 28