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
176
$1.67M 0.09%
10,506
+1,323
177
$1.64M 0.09%
34,344
-349
178
$1.6M 0.08%
20,556
-2,098
179
$1.57M 0.08%
19,340
-1,406
180
$1.57M 0.08%
16,274
-305
181
$1.54M 0.08%
24,297
-343
182
$1.52M 0.08%
37,966
-3,358
183
$1.42M 0.08%
3,909
-280
184
$1.41M 0.07%
7,140
-260
185
$1.38M 0.07%
22,845
-21
186
$1.37M 0.07%
6,645
+1,612
187
$1.36M 0.07%
+28,881
188
$1.35M 0.07%
25,013
-739
189
$1.31M 0.07%
16,867
-567
190
$1.31M 0.07%
19,714
-140
191
$1.27M 0.07%
5,626
-1,461
192
$1.25M 0.07%
7,559
+1,232
193
$1.19M 0.06%
11,577
-2,187
194
$1.15M 0.06%
7,987
+1,787
195
$1.12M 0.06%
14,379
-179
196
$1.1M 0.06%
4,038
197
$1.07M 0.06%
4,375
+1,945
198
$1.05M 0.06%
5,697
+765
199
$1.04M 0.06%
10,287
+27
200
$1.02M 0.05%
37,900
-5,609
6 7
8
9 10