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
76
$4.27M 0.33%
14,823
+1,573
77
$4.18M 0.33%
48,103
-415
78
$4.12M 0.32%
74,835
+1,141
79
$4.07M 0.32%
53,389
-1,620
80
$4.06M 0.32%
24,647
+1,130
81
$4.04M 0.32%
14,625
+460
82
$3.91M 0.31%
51,641
-1,291
83
$3.88M 0.3%
59,937
+2,340
84
$3.86M 0.3%
16,072
+472
85
$3.76M 0.29%
30,194
-465
86
$3.72M 0.29%
86,058
-926
87
$3.65M 0.28%
107,021
+3,884
88
$3.64M 0.28%
41,611
-251
89
$3.6M 0.28%
22,334
+413
90
$3.46M 0.27%
20,685
+957
91
$3.45M 0.27%
76,525
+25,026
92
$3.43M 0.27%
33,283
+1,013
93
$3.31M 0.26%
15,224
-380
94
$3.28M 0.26%
50,342
+3,546
95
$3.22M 0.25%
54,686
+1,030
96
$3.22M 0.25%
25,868
-611
97
$3.19M 0.25%
734,280
+90,600
98
$3.15M 0.25%
60,233
+140
99
$3.1M 0.24%
46,806
-4,120
100
$3.1M 0.24%
31,147
+678
2 3
4
5 6