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
1001
$4K ﹤0.01%
16
1002
$4K ﹤0.01%
+16
1003
$4K ﹤0.01%
700
-300
1004
$4K ﹤0.01%
+20
1005
$4K ﹤0.01%
125
1006
$4K ﹤0.01%
+32
1007
$4K ﹤0.01%
+138
1008
$4K ﹤0.01%
247
1009
$4K ﹤0.01%
+108
1010
$4K ﹤0.01%
30
1011
$4K ﹤0.01%
+188
1012
$4K ﹤0.01%
+51
1013
$4K ﹤0.01%
+16
1014
$4K ﹤0.01%
+35
1015
$4K ﹤0.01%
54
1016
$4K ﹤0.01%
+25
1017
$4K ﹤0.01%
+90
1018
$4K ﹤0.01%
216
1019
$4K ﹤0.01%
100
1020
$4K ﹤0.01%
84
1021
– –
0
1022
$4K ﹤0.01%
+107
1023
$4K ﹤0.01%
+121
1024
$4K ﹤0.01%
13
1025
$3K ﹤0.01%
35
39 40
41
42 43