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
801
$16K ﹤0.01%
400
802
$16K ﹤0.01%
400
803
$16K ﹤0.01%
100
-50
804
$16K ﹤0.01%
+292
805
$16K ﹤0.01%
263
806
$16K ﹤0.01%
1,078
+221
807
$16K ﹤0.01%
645
+5
808
$16K ﹤0.01%
283
+2
809
$16K ﹤0.01%
882
-438
810
$16K ﹤0.01%
62
811
$16K ﹤0.01%
100
-60
812
$15K ﹤0.01%
+163
813
$15K ﹤0.01%
345
814
$15K ﹤0.01%
+450
815
$15K ﹤0.01%
532
+2
816
$15K ﹤0.01%
216
817
$15K ﹤0.01%
1,000
+598
818
$15K ﹤0.01%
90
-142
819
$15K ﹤0.01%
146
820
$15K ﹤0.01%
92
821
$15K ﹤0.01%
100
822
$15K ﹤0.01%
+651
823
$15K ﹤0.01%
1,024
+20
824
$15K ﹤0.01%
+2,000
825
$14K ﹤0.01%
250
31 32
33
34 35