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
1126
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0
1127
$1K ﹤0.01%
7
1128
$1K ﹤0.01%
25
1129
$1K ﹤0.01%
100
-125
1130
$1K ﹤0.01%
100
-100
1131
$1K ﹤0.01%
100
1132
$1K ﹤0.01%
30
1133
$1K ﹤0.01%
31
-14
1134
$1K ﹤0.01%
28
-322
1135
– –
-39
1136
– –
-1,600
1137
– –
-62
1138
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-425
1139
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-2,206
1140
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-200
1141
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-20,000
1142
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1143
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-275
1144
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-250
1145
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-20
1146
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1147
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-500
1149
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-1,400
1150
– –
-262
44 45
46
47 48