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
1
$74.2M 5.07%
2,003,365
+33,205
2
$72M 4.92%
214,374
-7,412
3
$65M 4.44%
561,310
-10,358
4
$54.2M 3.7%
257,624
+2,489
5
$44.7M 3.05%
133,605
+516
6
$38.2M 2.6%
112,596
-1,529
7
$35.8M 2.45%
227,600
+2,140
8
$33.2M 2.26%
472,184
-3,980
9
$27.5M 1.88%
507,360
+23,784
10
$27.1M 1.85%
339,007
-29,492
11
$21.3M 1.46%
143,215
+3,702
12
$21M 1.44%
110,149
-1,749
13
$19.1M 1.3%
153,863
+579
14
$18M 1.23%
164,957
+3,824
15
$17.8M 1.21%
214,647
+2,894
16
$17.4M 1.18%
180,289
+5,991
17
$17M 1.16%
50,401
+1,303
18
$16.9M 1.15%
76,784
+10
19
$16.8M 1.14%
410,061
-19,380
20
$16.8M 1.14%
228,100
+2,440
21
$16.5M 1.12%
59,306
-579
22
$15.7M 1.07%
124,749
+791
23
$14.8M 1.01%
56,580
+765
24
$13.4M 0.91%
286,356
+46,743
25
$11.4M 0.78%
25,719
+931
1
2 3 4 5