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
151
$1.72M 0.12%
53,046
-1,990
152
$1.71M 0.12%
51,939
-3,084
153
$1.7M 0.12%
78,061
+159
154
$1.67M 0.11%
87,818
+13,326
155
$1.65M 0.11%
22,269
+2,641
156
$1.64M 0.11%
68,205
-1,612
157
$1.64M 0.11%
10,971
-276
158
$1.61M 0.11%
208,544
159
$1.61M 0.11%
44,283
-9,417
160
$1.6M 0.11%
41,462
-5,465
161
$1.6M 0.11%
18,466
-8,712
162
$1.59M 0.11%
25,629
-563
163
$1.58M 0.11%
23,919
+13,739
164
$1.54M 0.11%
9,091
+2,486
165
$1.54M 0.11%
6,776
-541
166
$1.53M 0.1%
7,036
-95
167
$1.49M 0.1%
28,107
-3,513
168
$1.46M 0.1%
12,524
+152
169
$1.44M 0.1%
57,230
-9,200
170
$1.44M 0.1%
49,285
-9,487
171
$1.29M 0.09%
4,452
+3,696
172
$1.29M 0.09%
27,428
-1,565
173
$1.28M 0.09%
23,689
+716
174
$1.25M 0.09%
36,793
-9,940
175
$1.21M 0.08%
11,865
+10,345
5 6
7
8 9