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
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.05M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.68M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M

Top Sells

1
+$3.12M
2
+$2.58M
3
+$2.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
AAPL icon
Apple
AAPL
+$989K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.97M 0.16%
21,757
+152
127
$2.93M 0.16%
208,544
128
$2.86M 0.15%
35,014
-2,818
129
$2.86M 0.15%
50,814
-2,640
130
$2.85M 0.15%
12,016
+552
131
$2.83M 0.15%
19,086
+1,454
132
$2.81M 0.15%
34,956
-3,281
133
$2.8M 0.15%
9,770
+2,249
134
$2.78M 0.15%
37,773
-1,112
135
$2.75M 0.15%
21,851
-742
136
$2.72M 0.14%
9,319
+2,247
137
$2.68M 0.14%
+1,400
138
$2.68M 0.14%
10,979
+1,119
139
$2.65M 0.14%
8,634
+99
140
$2.64M 0.14%
11,655
+15
141
$2.63M 0.14%
20,512
+52
142
$2.58M 0.14%
28,609
+7,031
143
$2.58M 0.14%
20,817
+239
144
$2.57M 0.14%
25,970
-8,620
145
$2.56M 0.14%
17,675
+1,178
146
$2.56M 0.14%
28,228
+1,405
147
$2.54M 0.13%
61,566
-702
148
$2.53M 0.13%
21,318
+7,074
149
$2.5M 0.13%
16,224
-755
150
$2.49M 0.13%
10,844
-813
4 5
6
7 8