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
176
$1.19M 0.08%
20,110
-630
177
$1.15M 0.08%
32,071
-3,105
178
$1.13M 0.08%
45,010
-5,764
179
$1.12M 0.08%
14,865
+6,740
180
$1.11M 0.08%
14,419
-950
181
$1.1M 0.08%
16,824
-759
182
$1.1M 0.08%
40,610
+13,450
183
$1.09M 0.07%
19,721
-951
184
$1.07M 0.07%
7,759
-172
185
$1.05M 0.07%
6,806
-325
186
$1.05M 0.07%
21,455
+8,586
187
$1.04M 0.07%
7,299
+4,614
188
$1.01M 0.07%
33,089
-11,879
189
$1.01M 0.07%
4,802
190
$1M 0.07%
7,840
-340
191
$974K 0.07%
36,740
+9,480
192
$967K 0.07%
36,785
+9,440
193
$934K 0.06%
10,472
194
$911K 0.06%
7,716
-1,726
195
$898K 0.06%
15,131
-180
196
$893K 0.06%
66,378
-4,500
197
$831K 0.06%
3,659
+16
198
$819K 0.06%
23,951
-4,290
199
$806K 0.06%
26,897
-1,901
200
$797K 0.05%
6,194
-843
6 7
8
9 10