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
751
$5K ﹤0.01%
103
752
$5K ﹤0.01%
123
753
$5K ﹤0.01%
+20
754
$5K ﹤0.01%
15
755
$5K ﹤0.01%
524
+200
756
$5K ﹤0.01%
146
-18
757
$5K ﹤0.01%
624
+374
758
$5K ﹤0.01%
200
759
$5K ﹤0.01%
532
760
$4K ﹤0.01%
548
761
$4K ﹤0.01%
200
762
$4K ﹤0.01%
150
-500
763
$4K ﹤0.01%
500
+200
764
$4K ﹤0.01%
100
-4,000
765
$4K ﹤0.01%
284
766
$4K ﹤0.01%
280
-10
767
$4K ﹤0.01%
+100
768
$4K ﹤0.01%
350
769
$4K ﹤0.01%
8,000
770
$4K ﹤0.01%
161
+5
771
$4K ﹤0.01%
118
772
$3K ﹤0.01%
175
773
$3K ﹤0.01%
12,000
774
$3K ﹤0.01%
+1,000
775
$3K ﹤0.01%
+25
29 30
31
32 33