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
1201
$1K ﹤0.01%
+90
1202
$1K ﹤0.01%
+100
1203
$1K ﹤0.01%
25
1204
$1K ﹤0.01%
300
1205
$1K ﹤0.01%
10
1206
$1K ﹤0.01%
50
1207
$1K ﹤0.01%
200
1208
$1K ﹤0.01%
100
1209
$1K ﹤0.01%
30
1210
$1K ﹤0.01%
300
1211
– –
-115,640
1212
– –
-14,555
1213
– –
-10
1214
– –
-24
1215
– –
-69
1216
– –
-1,082
1217
– –
-100
1218
– –
-750
1219
– –
-175
1220
– –
-17
1221
– –
-400
1222
– –
-9
1223
– –
-175
1224
– –
-100
1225
– –
-87,968
47 48
49
50 51