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
251
$599K 0.03%
2,995
252
$596K 0.03%
3,901
+2,606
253
$596K 0.03%
4,854
+286
254
$568K 0.03%
1,290
-256
255
$561K 0.03%
2,396
+2,388
256
$559K 0.03%
2,157
+2,055
257
$544K 0.03%
3,942
+120
258
$534K 0.03%
6,047
+651
259
$526K 0.03%
7,691
-33
260
$516K 0.03%
6,210
+290
261
$512K 0.03%
4,038
+32
262
$508K 0.03%
1,347
+125
263
$501K 0.03%
3,255
+75
264
$493K 0.03%
2,908
265
$482K 0.03%
5,215
+4,895
266
$471K 0.03%
9,511
267
$457K 0.03%
5,184
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268
$456K 0.03%
1,183
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269
$455K 0.03%
9,616
270
$450K 0.03%
5,986
-359
271
$439K 0.02%
4,663
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272
$436K 0.02%
+7,643
273
$435K 0.02%
2,225
+110
274
$433K 0.02%
15,688
+6,933
275
$421K 0.02%
3,909
-25