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
676
$10K ﹤0.01%
100
677
$10K ﹤0.01%
1,231
+1,149
678
$10K ﹤0.01%
355
-301
679
$10K ﹤0.01%
81
680
$10K ﹤0.01%
+800
681
$10K ﹤0.01%
100
682
$10K ﹤0.01%
306
-300
683
$10K ﹤0.01%
300
684
$10K ﹤0.01%
510
-620
685
$9K ﹤0.01%
500
686
$9K ﹤0.01%
200
687
$9K ﹤0.01%
172
688
$9K ﹤0.01%
50
689
$9K ﹤0.01%
1,600
690
$9K ﹤0.01%
100
691
$9K ﹤0.01%
100
692
$9K ﹤0.01%
320
-71
693
$9K ﹤0.01%
200
694
$9K ﹤0.01%
101
695
$9K ﹤0.01%
54
696
$9K ﹤0.01%
900
697
$8K ﹤0.01%
156
698
$8K ﹤0.01%
221
699
$8K ﹤0.01%
210
700
$8K ﹤0.01%
+75
26 27
28
29 30