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
326
$242K 0.01%
1,481
-47
327
$242K 0.01%
3,779
-74
328
$241K 0.01%
2,650
-190
329
$240K 0.01%
1,400
+6
330
$232K 0.01%
2,605
-456
331
$232K 0.01%
10,275
-282
332
$227K 0.01%
553
-20
333
$221K 0.01%
4,500
+2,500
334
$217K 0.01%
3,729
+45
335
$210K 0.01%
5,622
+1,418
336
$209K 0.01%
4,296
337
$208K 0.01%
1,063
338
$208K 0.01%
14,207
-2,350
339
$205K 0.01%
9,707
+81
340
$205K 0.01%
+8,090
341
$205K 0.01%
4,677
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342
$202K 0.01%
7,033
-2,724
343
$202K 0.01%
2,910
344
$199K 0.01%
2,250
345
$199K 0.01%
1,186
346
$197K 0.01%
240
347
$195K 0.01%
11,764
+116
348
$194K 0.01%
2,039
-837
349
$193K 0.01%
2,364
-178
350
$192K 0.01%
8,623
+5
12 13
14
15 16