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
$1.46B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.42M
3
+$1.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1
+$2.49M
2
+$2.36M
3
+$1.58M
4
AAPL icon
Apple
AAPL
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.09M

Sector Composition

1 Technology 15.75%
2 Healthcare 10.69%
3 Financials 8.87%
4 Consumer Discretionary 8.21%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.77M 0.33%
103,070
+2,941
77
$4.75M 0.32%
16,897
+614
78
$4.73M 0.32%
23,533
+2,123
79
$4.72M 0.32%
175,837
+38,564
80
$4.5M 0.31%
16,741
+687
81
$4.48M 0.31%
56,584
-3,348
82
$4.36M 0.3%
75,967
-1,852
83
$4.34M 0.3%
13,914
-722
84
$4.3M 0.29%
164,030
+30,395
85
$4.29M 0.29%
86,857
+130
86
$4.27M 0.29%
157,269
+32,452
87
$4.25M 0.29%
48,550
-303
88
$4.23M 0.29%
38,000
-1,573
89
$4.21M 0.29%
73,180
-27,501
90
$4.21M 0.29%
73,276
+16,710
91
$4.14M 0.28%
30,607
+284
92
$4.13M 0.28%
113,934
-11,197
93
$4.12M 0.28%
118,271
+5,012
94
$4.06M 0.28%
56,391
-8,471
95
$3.93M 0.27%
61,695
+2,301
96
$3.9M 0.27%
152,050
+31,750
97
$3.74M 0.26%
43,563
+3,740
98
$3.65M 0.25%
106,308
-1,252
99
$3.6M 0.25%
24,769
-18
100
$3.56M 0.24%
26,598
-1,217
2 3
4
5 6