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
151
$1.8M 0.14%
24,498
-706
152
$1.74M 0.14%
23,640
+2,110
153
$1.72M 0.13%
64,745
+2,625
154
$1.72M 0.13%
10,192
-2,750
155
$1.71M 0.13%
59,922
156
$1.69M 0.13%
13,412
-196
157
$1.64M 0.13%
11,265
-400
158
$1.64M 0.13%
20,674
-975
159
$1.62M 0.13%
4,160
+607
160
$1.62M 0.13%
10,650
+435
161
$1.54M 0.12%
787
-228
162
$1.54M 0.12%
40,630
-3,640
163
$1.53M 0.12%
12,782
-115
164
$1.52M 0.12%
8,439
+75
165
$1.51M 0.12%
29,011
-1,704
166
$1.51M 0.12%
59,365
+9,595
167
$1.49M 0.12%
57,613
-6,700
168
$1.48M 0.12%
20,129
-190
169
$1.48M 0.12%
59,355
+1,840
170
$1.47M 0.12%
16,785
+2,956
171
$1.45M 0.11%
5,285
-1,830
172
$1.42M 0.11%
16,675
+5,058
173
$1.4M 0.11%
18,355
-1,389
174
$1.34M 0.1%
8,381
-132
175
$1.32M 0.1%
7,925
+287
5 6
7
8 9