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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.14M 0.39%
41,239
+1,086
77
$3.12M 0.38%
55,005
-1,972
78
$3.04M 0.37%
34,809
-955
79
$2.97M 0.37%
59,851
+1,556
80
$2.96M 0.36%
153,139
-4,379
81
$2.95M 0.36%
45,250
+523
82
$2.94M 0.36%
50,945
+4,916
83
$2.92M 0.36%
104,220
-685
84
$2.9M 0.36%
27,236
+77
85
$2.84M 0.35%
54,794
+1,193
86
$2.84M 0.35%
97,538
+8,946
87
$2.71M 0.33%
107,480
+3,992
88
$2.63M 0.32%
82,489
-198
89
$2.58M 0.32%
28,245
-15
90
$2.55M 0.31%
36,370
-1,110
91
$2.55M 0.31%
64,077
+3,885
92
$2.48M 0.31%
12
+7
93
$2.48M 0.31%
17,636
+466
94
$2.47M 0.3%
88,310
-2,830
95
$2.45M 0.3%
60,828
96
$2.42M 0.3%
74,194
+6,375
97
$2.42M 0.3%
27,790
+435
98
$2.38M 0.29%
32,637
-634
99
$2.38M 0.29%
81,964
+35,878
100
$2.38M 0.29%
19,875
-250
2 3
4
5 6