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
176
$1.78M 0.08%
8,794
+1,435
177
$1.77M 0.08%
47,483
-3,397
178
$1.74M 0.08%
33,363
-1,690
179
$1.72M 0.08%
14,466
-8,703
180
$1.65M 0.08%
12,326
-2,253
181
$1.56M 0.07%
16,428
-9,580
182
$1.53M 0.07%
39,171
+840
183
$1.51M 0.07%
27,126
+2,833
184
$1.45M 0.07%
28,039
+609
185
$1.44M 0.07%
18,382
-814
186
$1.42M 0.07%
4,038
187
$1.41M 0.07%
8,405
-854
188
$1.4M 0.07%
8,163
-3,717
189
$1.4M 0.07%
7,120
+75
190
$1.37M 0.07%
12,977
+1,675
191
$1.32M 0.06%
3,394
-305
192
$1.32M 0.06%
71,295
-57,587
193
$1.31M 0.06%
23,179
-198
194
$1.31M 0.06%
4,730
-151
195
$1.29M 0.06%
19,514
196
$1.23M 0.06%
15,254
-487
197
$1.21M 0.06%
17,568
-5,284
198
$1.2M 0.06%
5,497
-358
199
$1.2M 0.06%
44,565
+3,880
200
$1.18M 0.06%
12,646
-1,740
6 7
8
9 10