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
276
$262K 0.02%
2,884
-100
277
$256K 0.02%
1,920
+1,700
278
$255K 0.02%
5,684
279
$254K 0.02%
2,789
+65
280
$251K 0.02%
2,873
-178
281
$248K 0.02%
2,742
-200
282
$242K 0.02%
17,500
-2,115
283
$237K 0.02%
852
284
$237K 0.02%
1,572
+34
285
$235K 0.02%
6,035
+980
286
$225K 0.02%
8,755
287
$214K 0.02%
2,692
288
$209K 0.02%
2,774
+2,701
289
$209K 0.02%
1,000
290
$208K 0.02%
3,630
-200
291
$207K 0.02%
3,325
-595
292
$206K 0.02%
+3,316
293
$206K 0.02%
26,250
294
$198K 0.02%
1,479
295
$195K 0.02%
5,468
296
$193K 0.02%
1,125
-380
297
$193K 0.02%
738
298
$193K 0.02%
7,454
-2,200
299
$191K 0.02%
2,025
-50
300
$189K 0.02%
5,343
10 11
12
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