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
$934M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.51M
3 +$2.5M
4
AAPL icon
Apple
AAPL
+$1.78M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.7M

Top Sells

1 +$3.31M
2 +$2.48M
3 +$2.09M
4
EMC
EMC CORPORATION
EMC
+$1.81M
5
HAIN icon
Hain Celestial
HAIN
+$923K

Sector Composition

1 Healthcare 11.55%
2 Technology 11.06%
3 Financials 7.22%
4 Consumer Staples 7.08%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$41M 4.39%
145,138
-1,020
2
$40.9M 4.38%
189,163
-3,169
3
$39M 4.18%
1,261,000
+81,030
4
$31.8M 3.4%
390,780
+10,131
5
$24.4M 2.61%
112,170
+6,055
6
$22.6M 2.42%
363,496
+9,578
7
$18.9M 2.03%
669,480
+62,984
8
$16M 1.71%
277,037
+9,165
9
$13.5M 1.45%
113,896
+7,310
10
$13.4M 1.44%
258,202
+685
11
$11.6M 1.24%
131,369
+16,032
12
$10.9M 1.17%
100,063
+5,585
13
$10.6M 1.13%
282,153
+9,614
14
$10.5M 1.13%
113,324
+18,087
15
$10.3M 1.1%
113,849
+8,466
16
$10.1M 1.08%
87,616
+10,167
17
$9.51M 1.02%
252,007
-1,321
18
$9.28M 0.99%
133,516
-35,689
19
$9.22M 0.99%
137,937
+11,464
20
$8.75M 0.94%
67,997
+11,932
21
$8.56M 0.92%
124,905
+10,101
22
$8.41M 0.9%
72,450
+8,644
23
$8.24M 0.88%
122,589
-2,181
24
$7.79M 0.83%
54,593
-624
25
$7.68M 0.82%
405,739
-10,179