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
301
$188K 0.02%
1,625
+150
302
$188K 0.02%
3,377
303
$187K 0.02%
1,938
304
$186K 0.02%
2,300
-425
305
$179K 0.01%
2,764
306
$174K 0.01%
2,386
-175
307
$173K 0.01%
17,004
+800
308
$173K 0.01%
2,000
309
$168K 0.01%
2,738
+1,488
310
$167K 0.01%
3,203
-2,629
311
$166K 0.01%
5,729
-845
312
$166K 0.01%
1,133
+48
313
$164K 0.01%
2,490
314
$163K 0.01%
1,882
-1,033
315
$158K 0.01%
2,692
+92
316
$157K 0.01%
1,714
+316
317
$157K 0.01%
1,204
+9
318
$155K 0.01%
631
319
$153K 0.01%
8,980
320
$152K 0.01%
7,000
-838
321
$152K 0.01%
2,707
-75
322
$151K 0.01%
2,524
+99
323
$148K 0.01%
3,585
324
$146K 0.01%
2,506
-450
325
$141K 0.01%
965
-50
11 12
13
14 15