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
151
$1.21M 0.15%
10,864
-256
152
$1.19M 0.15%
22,458
+2,040
153
$1.19M 0.15%
73,560
+69,500
154
$1.18M 0.15%
20,385
+7,400
155
$1.16M 0.14%
10,280
-90
156
$1.16M 0.14%
26,162
157
$1.15M 0.14%
17,275
-1,150
158
$1.14M 0.14%
21,416
+1,600
159
$1.14M 0.14%
22,476
-149
160
$1.08M 0.13%
7,398
-150
161
$1.08M 0.13%
70,884
-1,470
162
$1.08M 0.13%
14,181
+14,106
163
$1.07M 0.13%
24,525
-21,124
164
$1.06M 0.13%
10,680
-6,182
165
$1.04M 0.13%
13,677
+1,100
166
$1.03M 0.13%
26,928
-3,425
167
$994K 0.12%
14,537
+245
168
$964K 0.12%
10,634
+925
169
$960K 0.12%
+41,936
170
$958K 0.12%
13,708
+200
171
$932K 0.11%
10,888
+797
172
$909K 0.11%
24,600
+525
173
$876K 0.11%
10,776
-476
174
$870K 0.11%
11,106
+86
175
$853K 0.11%
8,718
+113