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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$2.09M
3
+$1.45M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M

Top Sells

1
+$1.8M
2
+$1.14M
3
+$1.09M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$922K
5
TPR icon
Tapestry
TPR
+$662K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$543K 0.07%
4,959
+122
202
$532K 0.07%
10,279
-1,934
203
$530K 0.07%
5,229
204
$521K 0.06%
4,157
+185
205
$518K 0.06%
7,850
206
$517K 0.06%
3,039
-25
207
$508K 0.06%
10,164
-106
208
$503K 0.06%
5,028
+1,437
209
$494K 0.06%
41,680
210
$488K 0.06%
15,770
211
$486K 0.06%
4,785
-50
212
$485K 0.06%
30,000
+1,500
213
$474K 0.06%
20,180
-2,210
214
$466K 0.06%
5,517
215
$457K 0.06%
7,121
+714
216
$454K 0.06%
4,111
-75
217
$444K 0.05%
8,266
218
$444K 0.05%
4,493
-350
219
$442K 0.05%
11,873
-489
220
$434K 0.05%
6,198
+442
221
$407K 0.05%
9,665
-270
222
$404K 0.05%
7,724
-500
223
$390K 0.05%
6,515
-805
224
$387K 0.05%
8,436
-1,562
225
$385K 0.05%
4,204
+1,924
7 8
9
10 11