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
201
$871K 0.07%
22,994
-200
202
$860K 0.07%
3,483
203
$834K 0.07%
12,467
+10,614
204
$816K 0.06%
8,511
205
$768K 0.06%
8,563
-6
206
$721K 0.06%
27,810
+4,345
207
$717K 0.06%
+12,365
208
$716K 0.06%
5,259
+450
209
$705K 0.06%
3,559
-65
210
$701K 0.05%
11,062
-7,233
211
$692K 0.05%
16,934
-27
212
$670K 0.05%
4,414
213
$661K 0.05%
40,863
+201
214
$661K 0.05%
7,245
+1,540
215
$661K 0.05%
23,597
-1,063
216
$653K 0.05%
14,512
+2,792
217
$646K 0.05%
9,996
-45
218
$626K 0.05%
4,850
+1,256
219
$620K 0.05%
15,694
-100
220
$611K 0.05%
5,108
+397
221
$610K 0.05%
16,041
-291
222
$595K 0.05%
5,246
+74
223
$579K 0.05%
25,050
-522
224
$571K 0.04%
6,093
-145
225
$565K 0.04%
5,502
7 8
9
10 11