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
$1.22B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.91M
3
+$1.96M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.91M

Top Sells

1
+$7.11M
2
+$1.97M
3
+$1.25M
4
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
+$1.17M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.02M

Sector Composition

1 Technology 11.64%
2 Healthcare 11.06%
3 Financials 9.1%
4 Consumer Discretionary 7.39%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.88M 0.15%
35,809
-2,078
152
$1.84M 0.15%
27,090
-950
153
$1.78M 0.15%
21,243
+340
154
$1.77M 0.15%
61,654
-950
155
$1.68M 0.14%
13,136
+2,045
156
$1.59M 0.13%
49,614
+3,940
157
$1.58M 0.13%
23,368
-2,744
158
$1.55M 0.13%
43,936
+2,299
159
$1.55M 0.13%
9,615
+1,013
160
$1.5M 0.12%
21,355
+862
161
$1.5M 0.12%
7,185
+1,590
162
$1.46M 0.12%
8,670
-60
163
$1.45M 0.12%
5,704
-26
164
$1.4M 0.11%
53,026
-3,880
165
$1.39M 0.11%
6,782
+190
166
$1.38M 0.11%
30,804
-1,119
167
$1.33M 0.11%
8,213
-194
168
$1.33M 0.11%
11,968
-520
169
$1.32M 0.11%
17,280
-249
170
$1.3M 0.11%
9,555
+536
171
$1.25M 0.1%
23,508
-2,320
172
$1.25M 0.1%
11,100
-703
173
$1.25M 0.1%
5,313
+27
174
$1.24M 0.1%
22,966
-2,947
175
$1.24M 0.1%
15,781
-265
5 6
7
8 9