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
101
$4.82M 0.23%
14,069
-90
102
$4.81M 0.23%
81,208
+169
103
$4.66M 0.22%
30,512
+171
104
$4.63M 0.22%
64,667
+597
105
$4.62M 0.22%
41,280
+133
106
$4.59M 0.22%
17,435
+65
107
$4.57M 0.22%
96,057
+389
108
$4.54M 0.22%
39,140
+1,397
109
$4.46M 0.21%
+100,455
110
$4.31M 0.21%
47,198
+3,716
111
$4.3M 0.21%
26,013
-1,917
112
$4.25M 0.2%
13,966
+1,246
113
$4.09M 0.2%
12,732
+1,369
114
$3.98M 0.19%
72,909
-957
115
$3.95M 0.19%
43,547
+1,291
116
$3.88M 0.19%
28,392
+3,110
117
$3.86M 0.18%
35,623
+2,564
118
$3.82M 0.18%
24,597
+643
119
$3.71M 0.18%
47,277
+1,407
120
$3.68M 0.18%
47,985
-1,804
121
$3.62M 0.17%
137,555
+23,780
122
$3.57M 0.17%
49,407
+457
123
$3.54M 0.17%
12,592
+1,524
124
$3.43M 0.16%
19,853
+198
125
$3.35M 0.16%
208,544
3 4
5
6 7