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
201
$1.17M 0.06%
19,536
-365
202
$1.17M 0.06%
45,718
+18,790
203
$1.11M 0.05%
23,344
-11,287
204
$1.1M 0.05%
58,206
+510
205
$1.09M 0.05%
42,141
+5,480
206
$1.08M 0.05%
12,640
-3,923
207
$1.07M 0.05%
43,885
+20,255
208
$1.07M 0.05%
67,391
+46,911
209
$1.02M 0.05%
46,643
+6,953
210
$1M 0.05%
6,163
+583
211
$974K 0.05%
5,583
212
$961K 0.05%
12,788
-1,226
213
$945K 0.05%
22,518
-2,836
214
$942K 0.04%
63,134
+327
215
$930K 0.04%
2,031
+121
216
$919K 0.04%
7,924
+3,740
217
$913K 0.04%
10,264
+4
218
$905K 0.04%
3,858
219
$902K 0.04%
9,694
-190
220
$898K 0.04%
14,991
+513
221
$893K 0.04%
16,467
-1,314
222
$890K 0.04%
371
+197
223
$879K 0.04%
9,538
+210
224
$822K 0.04%
+16,100
225
$815K 0.04%
15,728
+195
7 8
9
10 11