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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.05M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1
+$3.12M
2
+$2.58M
3
+$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.07M 0.32%
31,682
-2,621
77
$6.04M 0.32%
96,806
+1,999
78
$6M 0.32%
105,183
+7,089
79
$5.93M 0.31%
25,373
+263
80
$5.91M 0.31%
26,061
-44
81
$5.9M 0.31%
18,970
+1,020
82
$5.84M 0.31%
221,504
+1,495
83
$5.84M 0.31%
216,213
+10,625
84
$5.66M 0.3%
96,797
-976
85
$5.61M 0.3%
14,005
+8
86
$5.58M 0.3%
49,955
+3,416
87
$5.58M 0.3%
209,704
+21,470
88
$5.44M 0.29%
40,150
+3,264
89
$5.34M 0.28%
197,583
+23,550
90
$5.31M 0.28%
18,579
+2,080
91
$5.25M 0.28%
201,166
+9,615
92
$5.15M 0.27%
45,703
+840
93
$5.14M 0.27%
14,581
-843
94
$5.04M 0.27%
63,589
-7,843
95
$4.98M 0.26%
30,456
+969
96
$4.81M 0.25%
166,370
+18,545
97
$4.8M 0.25%
45,850
-1,124
98
$4.76M 0.25%
187,375
+12,724
99
$4.72M 0.25%
39,312
+4,314
100
$4.6M 0.24%
58,305
-1,030
2 3
4
5 6