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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.26M 0.28%
70,721
+15,566
102
$2.24M 0.28%
25,617
+11
103
$2.24M 0.28%
19,882
-95
104
$2.2M 0.27%
36,943
-395
105
$2.17M 0.27%
23,268
106
$2.17M 0.27%
146,399
+5,430
107
$2.15M 0.26%
30,383
+1,825
108
$2.09M 0.26%
31,948
-1,275
109
$2.09M 0.26%
+22,324
110
$2.09M 0.26%
55,110
+16,010
111
$2.02M 0.25%
20,515
-195
112
$1.98M 0.24%
50,366
-847
113
$1.9M 0.23%
23,413
-500
114
$1.86M 0.23%
47,080
+104
115
$1.81M 0.22%
22,895
-250
116
$1.8M 0.22%
33,974
+1,551
117
$1.79M 0.22%
70,299
+645
118
$1.76M 0.22%
51,482
-2,479
119
$1.76M 0.22%
41,338
+151
120
$1.75M 0.22%
16,128
-150
121
$1.75M 0.22%
28,208
-1,125
122
$1.73M 0.21%
45,156
+385
123
$1.72M 0.21%
12,415
+906
124
$1.71M 0.21%
136,600
-87,600
125
$1.69M 0.21%
38,693
-158
3 4
5
6 7