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
$1.8B
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.74M
3 +$1.31M
4
ASML icon
ASML
ASML
+$1.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.13M

Top Sells

1 +$1.85M
2 +$1.22M
3 +$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.16M
5
FMC icon
FMC
FMC
+$1.12M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.07%
3 Financials 8.63%
4 Consumer Discretionary 6.52%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$819K 0.05%
33,540
+3,230
227
$810K 0.05%
8,549
-160
228
$799K 0.04%
2,386
229
$797K 0.04%
7,963
-52
230
$787K 0.04%
17,407
231
$748K 0.04%
24,327
+5,300
232
$746K 0.04%
6,210
-408
233
$736K 0.04%
+30,700
234
$725K 0.04%
10,827
-16,740
235
$699K 0.04%
8,925
-2,097
236
$698K 0.04%
4,929
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237
$697K 0.04%
2,697
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238
$697K 0.04%
10,832
+315
239
$689K 0.04%
2,991
+1,805
240
$678K 0.04%
17,954
-2,351
241
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242
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20,179
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243
$652K 0.04%
6,249
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244
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6,281
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245
$635K 0.04%
6,021
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246
$633K 0.04%
24,785
-7,231
247
$628K 0.03%
6,507
-1,144
248
$621K 0.03%
4,089
+20
249
$604K 0.03%
33,097
+3,825
250
$603K 0.03%
13,264
+86