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
176
$1.28M 0.1%
83,715
+5,650
177
$1.27M 0.1%
21,452
-1,013
178
$1.27M 0.1%
49,745
+8,345
179
$1.19M 0.09%
11,577
+533
180
$1.18M 0.09%
10,341
-1,005
181
$1.17M 0.09%
45,739
+21,857
182
$1.17M 0.09%
23,116
+5,191
183
$1.1M 0.09%
8,584
+47
184
$1.1M 0.09%
7,135
-232
185
$1.09M 0.09%
14,757
+212
186
$1.04M 0.08%
13,462
+861
187
$1.04M 0.08%
4,698
+1,272
188
$999K 0.08%
21,868
+654
189
$976K 0.08%
14,594
-1,166
190
$970K 0.08%
10,970
+1,934
191
$962K 0.08%
5,263
-190
192
$956K 0.07%
9,902
-180
193
$950K 0.07%
20,312
-1,317
194
$933K 0.07%
15,094
+2,158
195
$931K 0.07%
20,938
+2,524
196
$914K 0.07%
15,437
-46,961
197
$908K 0.07%
18,527
+2,377
198
$906K 0.07%
16,976
+2,897
199
$883K 0.07%
74,730
200
$879K 0.07%
9,824
+1,592
6 7
8
9 10