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
201
$1.02M 0.05%
58,878
202
$1M 0.05%
5,583
-200
203
$999K 0.05%
14,909
+254
204
$991K 0.05%
25,726
-1,562
205
$976K 0.05%
6,300
+682
206
$973K 0.05%
+16,669
207
$961K 0.05%
19,783
-6,176
208
$946K 0.05%
36,246
-5,213
209
$935K 0.05%
87,968
210
$923K 0.05%
8,975
+45
211
$896K 0.05%
29,203
-6,109
212
$867K 0.05%
33,846
-37,986
213
$866K 0.05%
14,293
+3,738
214
$866K 0.05%
10,524
-241
215
$864K 0.05%
7,508
+480
216
$862K 0.05%
50,322
+7,685
217
$851K 0.05%
17,406
+400
218
$839K 0.04%
31,960
-4,427
219
$834K 0.04%
3,631
-145
220
$832K 0.04%
3,508
+55
221
$819K 0.04%
6,991
-250
222
$801K 0.04%
1,517
+25
223
$796K 0.04%
35,741
+4,187
224
$795K 0.04%
3,858
-90
225
$791K 0.04%
19,737
+194
7 8
9
10 11