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
326
$139K 0.01%
9,327
327
$139K 0.01%
3,200
328
$137K 0.01%
1,127
329
$137K 0.01%
1,377
+675
330
$134K 0.01%
4,653
331
$132K 0.01%
11,700
-2,100
332
$131K 0.01%
1,358
333
$129K 0.01%
950
334
$129K 0.01%
2,660
335
$129K 0.01%
639
336
$129K 0.01%
1,950
+76
337
$129K 0.01%
478
+161
338
$129K 0.01%
1,475
+455
339
$128K 0.01%
677
-75
340
$128K 0.01%
8,692
341
$124K 0.01%
4,659
-369
342
$124K 0.01%
865
343
$122K 0.01%
1,100
344
$122K 0.01%
1,407
-725
345
$120K 0.01%
1,444
-100
346
$119K 0.01%
3,095
+3,000
347
$119K 0.01%
1,413
348
$118K 0.01%
140
349
$118K 0.01%
4,462
350
$118K 0.01%
1,853
+1,503
12 13
14
15 16