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
726
$25K ﹤0.01%
130
727
$25K ﹤0.01%
104
728
$25K ﹤0.01%
820
+217
729
$25K ﹤0.01%
265
+51
730
$25K ﹤0.01%
+259
731
$25K ﹤0.01%
600
-200
732
$25K ﹤0.01%
300
733
$25K ﹤0.01%
276
+30
734
$25K ﹤0.01%
350
-150
735
$25K ﹤0.01%
+2,400
736
$25K ﹤0.01%
174
+79
737
$24K ﹤0.01%
+1,000
738
$24K ﹤0.01%
+940
739
$24K ﹤0.01%
262
740
$24K ﹤0.01%
475
741
$24K ﹤0.01%
35
742
$24K ﹤0.01%
+698
743
$23K ﹤0.01%
102
744
$23K ﹤0.01%
724
+387
745
$23K ﹤0.01%
356
746
$23K ﹤0.01%
277
-710
747
$23K ﹤0.01%
1,190
748
$23K ﹤0.01%
1,174
749
$23K ﹤0.01%
300
750
$23K ﹤0.01%
+400
28 29
30
31 32