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
826
$14K ﹤0.01%
202
-33
827
$14K ﹤0.01%
71
828
$14K ﹤0.01%
117
829
$14K ﹤0.01%
4,613
+88
830
$14K ﹤0.01%
201
831
$14K ﹤0.01%
175
832
$14K ﹤0.01%
726
+645
833
$14K ﹤0.01%
100
834
$14K ﹤0.01%
100
-4,055
835
$14K ﹤0.01%
+200
836
$14K ﹤0.01%
221
837
$14K ﹤0.01%
500
-4,907
838
$14K ﹤0.01%
+288
839
$14K ﹤0.01%
320
840
$14K ﹤0.01%
51
841
$14K ﹤0.01%
+185
842
$14K ﹤0.01%
36
843
$14K ﹤0.01%
198
844
$14K ﹤0.01%
242
845
$14K ﹤0.01%
186
-225
846
$14K ﹤0.01%
500
-300
847
$14K ﹤0.01%
700
848
$14K ﹤0.01%
333
849
$13K ﹤0.01%
670
+150
850
$13K ﹤0.01%
251
-20
32 33
34
35 36