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
126
$2.24M 0.17%
32,415
+1,098
127
$2.23M 0.17%
24,752
+115
128
$2.18M 0.17%
90,540
-604
129
$2.15M 0.17%
27,102
+269
130
$2.15M 0.17%
83,895
+8,350
131
$2.13M 0.17%
26,320
+2,180
132
$2.12M 0.17%
15,258
-159
133
$2.12M 0.17%
19,519
+893
134
$2.11M 0.17%
17,731
-72
135
$2.11M 0.16%
10,913
-1,863
136
$2.1M 0.16%
61,794
+22,926
137
$2.04M 0.16%
66,318
-690
138
$2.01M 0.16%
25,742
-70
139
$1.97M 0.15%
78,945
+7,925
140
$1.96M 0.15%
149,785
141
$1.93M 0.15%
27,322
-220
142
$1.93M 0.15%
12,615
+750
143
$1.9M 0.15%
74,060
+9,425
144
$1.9M 0.15%
22,277
-342
145
$1.89M 0.15%
74,695
+10,345
146
$1.89M 0.15%
48,107
-28,322
147
$1.86M 0.15%
65,182
+312
148
$1.84M 0.14%
30,516
-1,110
149
$1.81M 0.14%
70,100
+7,575
150
$1.81M 0.14%
37,925
-677
4 5
6
7 8