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
$1.28B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.58M
3
+$2.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.74M
5
CSCO icon
Cisco
CSCO
+$1.6M

Top Sells

1
+$2.78M
2
+$1.11M
3
+$747K
4
VZ icon
Verizon
VZ
+$619K
5
ENB icon
Enbridge
ENB
+$533K

Sector Composition

1 Technology 11.76%
2 Healthcare 9.96%
3 Financials 9.8%
4 Consumer Discretionary 6.83%
5 Consumer Staples 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.08M 0.24%
53,979
+185
102
$3.02M 0.24%
54,624
+3,505
103
$3.01M 0.24%
55,294
+6,879
104
$2.95M 0.23%
31,603
+657
105
$2.87M 0.22%
31,517
+28,775
106
$2.82M 0.22%
58,278
-680
107
$2.79M 0.22%
16,525
-27
108
$2.77M 0.22%
208,544
109
$2.76M 0.22%
36,399
+11,077
110
$2.76M 0.22%
13,328
+1,816
111
$2.73M 0.21%
45,623
+3,520
112
$2.7M 0.21%
23,249
-641
113
$2.69M 0.21%
18,941
-155
114
$2.62M 0.2%
49,672
-14,159
115
$2.58M 0.2%
17,079
+2,332
116
$2.55M 0.2%
15,724
+345
117
$2.54M 0.2%
16,820
+3,216
118
$2.48M 0.19%
42,578
-800
119
$2.46M 0.19%
34,432
-3,251
120
$2.4M 0.19%
14,306
+462
121
$2.38M 0.19%
+48,739
122
$2.38M 0.19%
67,847
-15,192
123
$2.31M 0.18%
79,142
-1,037
124
$2.29M 0.18%
56,080
+21,628
125
$2.28M 0.18%
33,443
-3,250
3 4
5
6 7