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
51
$6.97M 0.48%
33,450
-31
52
$6.93M 0.47%
37,030
-5,809
53
$6.84M 0.47%
19,275
+718
54
$6.54M 0.45%
117,529
+1,391
55
$6.4M 0.44%
46,465
-6,788
56
$6.25M 0.43%
37,790
+1,389
57
$6.19M 0.42%
28,917
-1,298
58
$6.14M 0.42%
101,704
-7,390
59
$6.14M 0.42%
37,963
-371
60
$6.14M 0.42%
41,768
-1,034
61
$6.07M 0.41%
53,637
+69
62
$5.96M 0.41%
336,569
-1,540
63
$5.93M 0.4%
50,826
-1,631
64
$5.74M 0.39%
140,790
+28,182
65
$5.63M 0.38%
130,177
+1,735
66
$5.58M 0.38%
33,906
+100
67
$5.43M 0.37%
113,017
-1,748
68
$5.39M 0.37%
250,355
+11,814
69
$5.3M 0.36%
101,442
+12,481
70
$5.28M 0.36%
48,040
-97
71
$5.07M 0.35%
186,900
+37,215
72
$5.03M 0.34%
84,312
+630
73
$4.97M 0.34%
130,523
-2,457
74
$4.93M 0.34%
186,282
+39,114
75
$4.86M 0.33%
25,646
+1,313
1 2
3
4 5