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
351
$117K 0.01%
3,000
352
$114K 0.01%
8,155
353
$113K 0.01%
9,100
354
$113K 0.01%
1,250
355
$113K 0.01%
+4,000
356
$112K 0.01%
7,350
357
$112K 0.01%
2,245
358
$112K 0.01%
1,135
+85
359
$111K 0.01%
2,298
+72
360
$108K 0.01%
2,125
-550
361
$106K 0.01%
1,037
+819
362
$105K 0.01%
1,440
363
$103K 0.01%
+1,000
364
$101K 0.01%
3,745
365
$99K 0.01%
2,250
366
$99K 0.01%
533
-70
367
$99K 0.01%
1,500
368
$98K 0.01%
1,930
-625
369
$97K 0.01%
1,209
370
$96K 0.01%
1,534
371
$96K 0.01%
2,831
372
$96K 0.01%
1,760
-320
373
$95K 0.01%
1,800
374
$95K 0.01%
5,379
375
$95K 0.01%
918
13 14
15
16 17