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
776
$5K ﹤0.01%
85
-419
777
$5K ﹤0.01%
548
778
$5K ﹤0.01%
201
779
$5K ﹤0.01%
103
780
$5K ﹤0.01%
107
781
$5K ﹤0.01%
100
782
$5K ﹤0.01%
25
783
$5K ﹤0.01%
200
-200
784
$5K ﹤0.01%
+176
785
$5K ﹤0.01%
+40
786
$5K ﹤0.01%
118
787
$4K ﹤0.01%
+200
788
$4K ﹤0.01%
150
+50
789
$4K ﹤0.01%
100
-10
790
$4K ﹤0.01%
125
791
$4K ﹤0.01%
150
792
$4K ﹤0.01%
+349
793
$4K ﹤0.01%
+200
794
$4K ﹤0.01%
57
795
$4K ﹤0.01%
50
796
$4K ﹤0.01%
126
-389
797
$4K ﹤0.01%
44
798
$4K ﹤0.01%
205
799
$4K ﹤0.01%
160
800
$3K ﹤0.01%
125
+4
30 31
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