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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.57M 0.56%
80,832
-696
52
$4.54M 0.56%
71,612
+6,291
53
$4.48M 0.55%
44,076
+1,024
54
$4.46M 0.55%
47,560
-815
55
$4.39M 0.54%
13,385
+104
56
$4.39M 0.54%
54,318
-120
57
$4.35M 0.54%
104,695
+1,386
58
$4.34M 0.54%
42,132
-333
59
$4.26M 0.52%
51,925
-21,896
60
$4.17M 0.51%
69,232
+621
61
$4.14M 0.51%
56,275
+665
62
$4.08M 0.5%
75,970
-1,650
63
$4.07M 0.5%
88,401
-2,269
64
$4.06M 0.5%
53,347
-14,973
65
$4.05M 0.5%
97,860
+8,064
66
$4M 0.49%
84,062
-360
67
$3.98M 0.49%
53,880
-65
68
$3.87M 0.48%
40,388
+12,305
69
$3.68M 0.45%
161,603
+3,904
70
$3.58M 0.44%
152,211
+40,166
71
$3.48M 0.43%
59,150
72
$3.48M 0.43%
82,581
-2,630
73
$3.47M 0.43%
147,976
-2,940
74
$3.36M 0.41%
75,398
-700
75
$3.28M 0.4%
123,123
+10,138
1 2
3
4 5