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
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1 +$8.4M
2 +$5.51M
3 +$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M

Top Sells

1 +$2.86M
2 +$1.14M
3 +$1.07M
4
BABA icon
Alibaba
BABA
+$1.03M
5
PM icon
Philip Morris
PM
+$910K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$24K ﹤0.01%
460
727
$24K ﹤0.01%
300
-176
728
$24K ﹤0.01%
2,506
729
$23K ﹤0.01%
1,287
+607
730
$23K ﹤0.01%
225
731
$23K ﹤0.01%
100
732
$23K ﹤0.01%
303
+58
733
$23K ﹤0.01%
200
734
$23K ﹤0.01%
161
-10
735
$23K ﹤0.01%
630
-770
736
$23K ﹤0.01%
300
-100
737
$23K ﹤0.01%
517
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738
$23K ﹤0.01%
1,379
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739
$23K ﹤0.01%
254
740
$22K ﹤0.01%
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741
$22K ﹤0.01%
458
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742
$22K ﹤0.01%
600
743
$22K ﹤0.01%
125
744
$22K ﹤0.01%
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745
$22K ﹤0.01%
603
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746
$22K ﹤0.01%
1,500
747
$22K ﹤0.01%
445
748
$22K ﹤0.01%
185
749
$22K ﹤0.01%
1,540
+340
750
$22K ﹤0.01%
+108