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
126
$2.52M 0.17%
85,636
-7,563
127
$2.5M 0.17%
25,792
-114
128
$2.48M 0.17%
56,358
-1,860
129
$2.4M 0.16%
22,799
-670
130
$2.33M 0.16%
18,604
-290
131
$2.31M 0.16%
13,079
+35
132
$2.26M 0.15%
7,601
+768
133
$2.23M 0.15%
13,071
-170
134
$2.21M 0.15%
14,854
+521
135
$2.18M 0.15%
34,315
-2,964
136
$2.17M 0.15%
20,903
+36
137
$2.16M 0.15%
12,773
+233
138
$2.15M 0.15%
31,047
-16
139
$2.14M 0.15%
23,073
-1,284
140
$2.12M 0.14%
49,102
+3,488
141
$2.11M 0.14%
78,028
-1,168
142
$2.1M 0.14%
50,766
-418
143
$2.06M 0.14%
76,065
+36,545
144
$2.04M 0.14%
28,199
-423
145
$1.99M 0.14%
33,320
-3,940
146
$1.93M 0.13%
25,007
+1,176
147
$1.92M 0.13%
16,351
-40
148
$1.9M 0.13%
11,388
+273
149
$1.88M 0.13%
7,932
-30
150
$1.78M 0.12%
4,653
+16
4 5
6
7 8