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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$3.05M
3 +$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1 +$3.12M
2 +$2.58M
3 +$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$31K ﹤0.01%
393
-102
677
$31K ﹤0.01%
325
+225
678
$31K ﹤0.01%
+275
679
$31K ﹤0.01%
+800
680
$31K ﹤0.01%
406
+156
681
$31K ﹤0.01%
336
682
$31K ﹤0.01%
+2,000
683
$31K ﹤0.01%
+1,500
684
$31K ﹤0.01%
400
685
$30K ﹤0.01%
920
686
$30K ﹤0.01%
312
687
$30K ﹤0.01%
1,000
688
$30K ﹤0.01%
400
689
$30K ﹤0.01%
154
+120
690
$30K ﹤0.01%
216
691
$30K ﹤0.01%
400
+230
692
$30K ﹤0.01%
350
-238
693
$30K ﹤0.01%
282
694
$30K ﹤0.01%
+398
695
$29K ﹤0.01%
1,649
696
$29K ﹤0.01%
50
697
$29K ﹤0.01%
244
698
$29K ﹤0.01%
+98
699
$29K ﹤0.01%
+800
700
$29K ﹤0.01%
1,253