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
651
$12K ﹤0.01%
200
652
$12K ﹤0.01%
1,200
653
$12K ﹤0.01%
121
654
$12K ﹤0.01%
783
655
$12K ﹤0.01%
195
656
$12K ﹤0.01%
236
657
$12K ﹤0.01%
400
658
$12K ﹤0.01%
130
659
$12K ﹤0.01%
110
660
$12K ﹤0.01%
456
661
$12K ﹤0.01%
50
662
$12K ﹤0.01%
550
663
$12K ﹤0.01%
198
+160
664
$11K ﹤0.01%
1,600
665
$11K ﹤0.01%
4,165
+97
666
$11K ﹤0.01%
1,270
-55
667
$11K ﹤0.01%
178
668
$11K ﹤0.01%
1,000
669
$11K ﹤0.01%
68
-19
670
$11K ﹤0.01%
924
+22
671
$11K ﹤0.01%
108
-1
672
$11K ﹤0.01%
59
673
$11K ﹤0.01%
400
674
$11K ﹤0.01%
45
-30
675
$10K ﹤0.01%
100
25 26
27
28 29