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
$1.28B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.58M
3
+$2.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.74M
5
CSCO icon
Cisco
CSCO
+$1.6M

Top Sells

1
+$2.78M
2
+$1.11M
3
+$747K
4
VZ icon
Verizon
VZ
+$619K
5
ENB icon
Enbridge
ENB
+$533K

Sector Composition

1 Technology 11.76%
2 Healthcare 9.96%
3 Financials 9.8%
4 Consumer Discretionary 6.83%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.63M 0.52%
38,572
+690
52
$6.63M 0.52%
22,751
+986
53
$6.57M 0.51%
30,393
-2
54
$6.35M 0.5%
136,670
-520
55
$6.34M 0.5%
53,594
+2,876
56
$6.33M 0.49%
32,238
+467
57
$6.15M 0.48%
102,522
+579
58
$6M 0.47%
52,149
-55
59
$5.92M 0.46%
207,309
-8,557
60
$5.82M 0.45%
48,182
+979
61
$5.75M 0.45%
32,019
-395
62
$5.65M 0.44%
101,336
+2,246
63
$5.33M 0.42%
36,949
+75
64
$5.13M 0.4%
13,496
+809
65
$5.12M 0.4%
30,270
+1,642
66
$5.01M 0.39%
98,060
-2,304
67
$5M 0.39%
24,107
+32
68
$4.95M 0.39%
61,576
-2,886
69
$4.83M 0.38%
120,007
-4,033
70
$4.81M 0.38%
46,422
+366
71
$4.64M 0.36%
33,781
+143
72
$4.61M 0.36%
106,884
-2,000
73
$4.51M 0.35%
80,670
+3,612
74
$4.43M 0.35%
54,974
+3,037
75
$4.3M 0.34%
76,784
-2,676
1 2
3
4 5