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
626
$39K ﹤0.01%
62
627
$39K ﹤0.01%
+1,440
628
$39K ﹤0.01%
622
-78
629
$38K ﹤0.01%
651
630
$38K ﹤0.01%
1,540
631
$38K ﹤0.01%
950
632
$38K ﹤0.01%
474
633
$38K ﹤0.01%
1,265
634
$37K ﹤0.01%
938
635
$37K ﹤0.01%
406
636
$37K ﹤0.01%
2,803
637
$37K ﹤0.01%
2,500
638
$37K ﹤0.01%
98
639
$37K ﹤0.01%
+4,000
640
$36K ﹤0.01%
606
+1
641
$36K ﹤0.01%
1,478
-927
642
$36K ﹤0.01%
200
643
$36K ﹤0.01%
174
644
$35K ﹤0.01%
393
645
$35K ﹤0.01%
3,569
+73
646
$35K ﹤0.01%
1,149
-1,636
647
$35K ﹤0.01%
312
648
$35K ﹤0.01%
1,000
649
$35K ﹤0.01%
1,600
650
$35K ﹤0.01%
955
-338
24 25
26
27 28