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
1101
$1K ﹤0.01%
14
1102
$1K ﹤0.01%
+15
1103
$1K ﹤0.01%
+27
1104
$1K ﹤0.01%
8
1105
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+9
1106
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50
1107
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20
-20
1108
$1K ﹤0.01%
+11
1109
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7
1110
$1K ﹤0.01%
+30
1111
$1K ﹤0.01%
55
1112
$1K ﹤0.01%
+39
1113
$1K ﹤0.01%
205
+5
1114
$1K ﹤0.01%
111
+3
1115
$1K ﹤0.01%
265
1116
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18
1117
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+26
1118
$1K ﹤0.01%
+2
1119
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72
1120
$1K ﹤0.01%
+100
1121
$1K ﹤0.01%
+16
1122
$1K ﹤0.01%
27
1123
$1K ﹤0.01%
96
-167
1124
$1K ﹤0.01%
250
1125
$1K ﹤0.01%
20