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
251
$323K 0.03%
6,452
-760
252
$320K 0.03%
12,455
+1,035
253
$318K 0.03%
1
254
$317K 0.03%
7,681
-4,746
255
$309K 0.02%
12,000
+585
256
$306K 0.02%
10,707
-60
257
$306K 0.02%
7,153
258
$305K 0.02%
11,935
+675
259
$304K 0.02%
18,630
+2,878
260
$303K 0.02%
11,600
+760
261
$300K 0.02%
5,721
-416
262
$299K 0.02%
6,338
263
$298K 0.02%
11,725
+595
264
$297K 0.02%
3,557
265
$295K 0.02%
2,500
-210
266
$283K 0.02%
21,728
267
$279K 0.02%
8,395
268
$275K 0.02%
12,622
-600
269
$275K 0.02%
10,490
+1,200
270
$273K 0.02%
6,655
+337
271
$269K 0.02%
1,344
272
$269K 0.02%
2,910
-50
273
$268K 0.02%
20,500
274
$263K 0.02%
3,479
275
$263K 0.02%
718
-90
9 10
11
12 13