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
751
$7K ﹤0.01%
425
752
$7K ﹤0.01%
227
-511
753
$7K ﹤0.01%
200
754
$7K ﹤0.01%
284
755
$7K ﹤0.01%
160
756
$7K ﹤0.01%
85
757
$7K ﹤0.01%
100
-200
758
$7K ﹤0.01%
58
759
$7K ﹤0.01%
500
-325
760
$7K ﹤0.01%
2,000
-3,000
761
$7K ﹤0.01%
70
-80
762
$7K ﹤0.01%
4,000
763
$6K ﹤0.01%
1,900
+1,400
764
$6K ﹤0.01%
25
765
$6K ﹤0.01%
210
766
$6K ﹤0.01%
130
767
$6K ﹤0.01%
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768
$6K ﹤0.01%
250
769
$6K ﹤0.01%
+103
770
$6K ﹤0.01%
+206
771
$6K ﹤0.01%
103
772
$6K ﹤0.01%
5,000
773
$6K ﹤0.01%
1,010
774
$5K ﹤0.01%
133
-933
775
$5K ﹤0.01%
50
-200
29 30
31
32 33