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
$2.1B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.4M
2
+$5.51M
3
+$4.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M

Top Sells

1
+$2.86M
2
+$1.14M
3
+$1.07M
4
BABA icon
Alibaba
BABA
+$1.03M
5
PM icon
Philip Morris
PM
+$910K

Sector Composition

1 Technology 16.79%
2 Healthcare 10.36%
3 Financials 9.75%
4 Consumer Discretionary 7.56%
5 Communication Services 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.59M 0.12%
22,322
+2,174
152
$2.56M 0.12%
36,174
+253
153
$2.52M 0.12%
28,886
-30
154
$2.51M 0.12%
14,947
+2,946
155
$2.47M 0.12%
1,400
156
$2.39M 0.11%
10,639
-280
157
$2.32M 0.11%
9,106
+309
158
$2.3M 0.11%
23,810
-12
159
$2.3M 0.11%
20,049
-1,285
160
$2.24M 0.11%
10,456
-512
161
$2.13M 0.1%
84,980
+46,685
162
$2.1M 0.1%
48,401
-1,541
163
$2.06M 0.1%
19,946
-501
164
$2.05M 0.1%
22,073
-1,102
165
$2.02M 0.1%
12,135
+2,053
166
$1.94M 0.09%
13,571
-1,435
167
$1.93M 0.09%
10,922
-649
168
$1.93M 0.09%
22,071
-2,072
169
$1.92M 0.09%
5,406
-373
170
$1.91M 0.09%
16,541
-276
171
$1.89M 0.09%
6,168
+510
172
$1.88M 0.09%
13,896
+3,390
173
$1.84M 0.09%
8,098
+390
174
$1.83M 0.09%
8,110
+1,642
175
$1.81M 0.09%
31,014
-3,082
5 6
7
8 9