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
$1.46B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.42M
3
+$1.29M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M
5
PM icon
Philip Morris
PM
+$1.22M

Top Sells

1
+$2.49M
2
+$2.36M
3
+$1.58M
4
AAPL icon
Apple
AAPL
+$1.2M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.09M

Sector Composition

1 Technology 15.75%
2 Healthcare 10.69%
3 Financials 8.87%
4 Consumer Discretionary 8.21%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.53M 0.24%
15,944
-122
102
$3.49M 0.24%
29,122
-265
103
$3.47M 0.24%
138,670
+22,475
104
$3.46M 0.24%
118,915
+37,920
105
$3.45M 0.24%
58,148
+1,995
106
$3.44M 0.24%
17,483
+30
107
$3.42M 0.23%
39,380
-3,317
108
$3.36M 0.23%
42,546
-22
109
$3.29M 0.22%
41,723
+6,154
110
$3.28M 0.22%
41,749
+4,193
111
$3.27M 0.22%
40,610
-182
112
$3.19M 0.22%
14,468
-717
113
$3.13M 0.21%
12,684
+3,255
114
$3.13M 0.21%
43,496
+1,246
115
$3.1M 0.21%
22,209
-275
116
$3.06M 0.21%
12,155
+161
117
$2.83M 0.19%
37,720
+16,223
118
$2.82M 0.19%
17,075
+510
119
$2.78M 0.19%
26,221
+1,531
120
$2.72M 0.19%
18,419
-27
121
$2.65M 0.18%
20,940
-215
122
$2.64M 0.18%
32,585
+17,532
123
$2.64M 0.18%
15,354
-1,225
124
$2.55M 0.17%
10,032
-169
125
$2.54M 0.17%
40,659
-4,352
3 4
5
6 7