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
76
$6.71M 0.32%
57,378
+7,282
77
$6.68M 0.32%
100,722
+1,148
78
$6.55M 0.31%
132,338
+8,001
79
$6.5M 0.31%
129,207
+13,288
80
$6.45M 0.31%
29,294
-701
81
$6.44M 0.31%
25,577
+1,186
82
$6.3M 0.3%
106,762
-7,599
83
$6.21M 0.3%
241,749
+13,060
84
$6.1M 0.29%
24,293
-188
85
$6.05M 0.29%
229,106
-3,815
86
$5.99M 0.29%
44,210
+188
87
$5.94M 0.28%
223,573
+14,665
88
$5.93M 0.28%
227,394
+9,535
89
$5.72M 0.27%
93,543
-417
90
$5.62M 0.27%
198,635
+15,470
91
$5.58M 0.27%
38,464
-89
92
$5.54M 0.26%
46,076
+2,199
93
$5.46M 0.26%
22,143
-538
94
$5.42M 0.26%
215,785
+6,900
95
$5.34M 0.25%
64,364
-221
96
$5.19M 0.25%
66,014
+6,523
97
$5.07M 0.24%
38,154
-1,145
98
$5.05M 0.24%
19,761
+527
99
$5.01M 0.24%
93,151
+309
100
$4.98M 0.24%
42,415
-231
2 3
4
5 6