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
1
$75.4M 5.89%
1,951,110
+45,040
2
$63.7M 4.97%
213,314
+8,641
3
$43.2M 3.37%
145,469
-1,008
4
$42.7M 3.34%
121,280
-547
5
$37M 2.89%
475,008
+8,252
6
$35.2M 2.75%
253,070
+2,847
7
$33.5M 2.61%
597,396
-1,088
8
$20.5M 1.6%
354,550
+16,847
9
$19.9M 1.55%
168,836
+2,675
10
$19.2M 1.5%
306,008
+12,033
11
$18.8M 1.47%
216,400
+1,320
12
$18.3M 1.43%
140,571
+3,286
13
$17.3M 1.35%
134,015
+5,318
14
$15.9M 1.24%
386,825
+11,376
15
$15.3M 1.19%
71,176
+1,551
16
$14.8M 1.16%
115,684
-65
17
$14.7M 1.15%
63,437
+2,487
18
$14.3M 1.12%
176,923
+1,431
19
$13.7M 1.07%
225,500
-1,000
20
$13.4M 1.05%
49,311
+697
21
$12.2M 0.96%
146,166
+3,839
22
$12.1M 0.94%
128,407
+6,252
23
$12M 0.94%
233,759
-9,080
24
$11.8M 0.92%
238,315
+32,341
25
$11.4M 0.89%
132,349
+856
1
2 3 4 5