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
$1.24B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$3.21M
3
+$2.92M
4
DD icon
DuPont de Nemours
DD
+$2.52M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.39M

Top Sells

1
+$1.73M
2
+$1.32M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$754K
5
TROW icon
T. Rowe Price
TROW
+$685K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.29%
3 Financials 9.66%
4 Consumer Discretionary 6.79%
5 Industrials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$542K 0.04%
4,711
+325
227
$526K 0.04%
11,720
228
$525K 0.04%
4,736
+1,365
229
$524K 0.04%
25,269
-815
230
$515K 0.04%
+22,600
231
$513K 0.04%
5,705
+1,955
232
$494K 0.04%
4,956
-420
233
$484K 0.04%
8,490
234
$474K 0.04%
13,790
-3,250
235
$458K 0.04%
1,800
236
$442K 0.04%
8,162
-100
237
$425K 0.03%
7,745
238
$413K 0.03%
3,594
-76
239
$400K 0.03%
7,607
-124
240
$396K 0.03%
1,227
+74
241
$380K 0.03%
5,380
-976
242
$377K 0.03%
3,237
243
$363K 0.03%
6,930
-223
244
$361K 0.03%
4,856
-60
245
$350K 0.03%
19,576
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246
$344K 0.03%
11,111
247
$341K 0.03%
1,286
-150
248
$338K 0.03%
2,265
+217
249
$328K 0.03%
12,065
+7,905
250
$325K 0.03%
2,491
+40
8 9
10
11 12