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
201
$789K 0.05%
3,948
-26
202
$774K 0.05%
14,655
-1,873
203
$758K 0.05%
15,140
+60
204
$732K 0.05%
7,359
205
$720K 0.05%
12,460
-1,324
206
$711K 0.05%
20,741
-16
207
$707K 0.05%
16,314
+261
208
$677K 0.05%
9,608
+2
209
$654K 0.04%
120,618
-27,400
210
$654K 0.04%
1,657
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211
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4,563
-25
212
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8,755
213
$609K 0.04%
38,587
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214
$605K 0.04%
6,837
-3,198
215
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24,816
-15,918
216
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22,806
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217
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218
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219
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14,688
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220
$564K 0.04%
5,686
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221
$554K 0.04%
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222
$531K 0.04%
4,909
-15
223
$523K 0.04%
5,455
-780
224
$522K 0.04%
11,846
-1,090
225
$518K 0.04%
10,002
+27
7 8
9
10 11