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
151
$2.48M 0.13%
92,420
+6,445
152
$2.44M 0.13%
30,129
-1,170
153
$2.44M 0.13%
26,730
-3,607
154
$2.44M 0.13%
10,933
-1,717
155
$2.39M 0.13%
69,894
-2,824
156
$2.37M 0.13%
96,722
+9,502
157
$2.32M 0.12%
11,170
-422
158
$2.28M 0.12%
34,822
+1,711
159
$2.24M 0.12%
32,378
+2,490
160
$2.22M 0.12%
25,093
-235
161
$2.18M 0.12%
5,763
+60
162
$2.16M 0.11%
16,141
-1,301
163
$2.14M 0.11%
52,410
-3,290
164
$2.09M 0.11%
14,595
+705
165
$2.09M 0.11%
8,789
-4,031
166
$2.07M 0.11%
14,765
+264
167
$2.04M 0.11%
50,381
+1,967
168
$2.02M 0.11%
22,284
-635
169
$1.95M 0.1%
17,191
-1,063
170
$1.91M 0.1%
35,611
-880
171
$1.91M 0.1%
24,375
-1,474
172
$1.9M 0.1%
38,586
-6,144
173
$1.76M 0.09%
11,670
+804
174
$1.67M 0.09%
10,969
-16,922
175
$1.67M 0.09%
6,153
-155
5 6
7
8 9