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
51
$8.66M 0.46%
154,213
-5,700
52
$8.65M 0.46%
139,944
-618
53
$8.6M 0.46%
118,141
+5,726
54
$8.59M 0.46%
153,237
-6,010
55
$8.53M 0.45%
35,254
-229
56
$8.25M 0.44%
31,769
-404
57
$8.23M 0.44%
199,662
-10,618
58
$8.22M 0.44%
34,695
-975
59
$8.15M 0.43%
97,644
-3,628
60
$7.93M 0.42%
20,045
+27
61
$7.92M 0.42%
117,439
-321
62
$7.41M 0.39%
33,767
+203
63
$7.16M 0.38%
26,957
-1,055
64
$7.03M 0.37%
129,383
+2,512
65
$7.02M 0.37%
50,072
-793
66
$6.98M 0.37%
39,093
-1,671
67
$6.78M 0.36%
17,756
+496
68
$6.75M 0.36%
45,694
-3,231
69
$6.73M 0.36%
121,258
+258
70
$6.56M 0.35%
16,639
+1,759
71
$6.5M 0.34%
83,483
-1,619
72
$6.3M 0.33%
73,900
+8,030
73
$6.23M 0.33%
40,284
+305
74
$6.15M 0.33%
88,197
+5,283
75
$6.08M 0.32%
96,313
-90
1 2
3
4 5