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
126
$1.65M 0.2%
61,418
+1,890
127
$1.59M 0.2%
23,260
+440
128
$1.58M 0.2%
36,315
+4,276
129
$1.58M 0.19%
37,900
-12,381
130
$1.53M 0.19%
17,281
+4,219
131
$1.52M 0.19%
15,052
132
$1.52M 0.19%
23,745
+1,770
133
$1.5M 0.18%
26,545
+798
134
$1.49M 0.18%
21,490
+511
135
$1.45M 0.18%
101,121
-1
136
$1.4M 0.17%
33,584
+585
137
$1.38M 0.17%
46,752
+13,170
138
$1.35M 0.17%
20,575
-1,125
139
$1.35M 0.17%
10,217
+2,411
140
$1.35M 0.17%
16,139
+148
141
$1.33M 0.16%
37,818
+5,245
142
$1.32M 0.16%
17,728
+9
143
$1.3M 0.16%
25,095
+315
144
$1.29M 0.16%
17,281
+4,625
145
$1.26M 0.16%
20,084
-665
146
$1.24M 0.15%
11,285
-175
147
$1.23M 0.15%
36,710
-506
148
$1.23M 0.15%
16,607
+2,290
149
$1.23M 0.15%
19,553
-1,375
150
$1.22M 0.15%
18,338
-2,788
4 5
6
7 8