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
351
$191K 0.01%
3,286
+71
352
$190K 0.01%
5,426
-2,276
353
$189K 0.01%
1,645
-1,383
354
$187K 0.01%
5,507
-187
355
$182K 0.01%
1,317
+200
356
$182K 0.01%
3,616
+97
357
$180K 0.01%
3,408
358
$179K 0.01%
3,573
-229
359
$177K 0.01%
1,711
+1,640
360
$175K 0.01%
2,239
+259
361
$174K 0.01%
1,726
+53
362
$173K 0.01%
1,848
-26
363
$171K 0.01%
1,575
364
$168K 0.01%
450
-11
365
$164K 0.01%
2,261
+12
366
$162K 0.01%
6,428
367
$161K 0.01%
1,429
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368
$159K 0.01%
16,795
-9,323
369
$158K 0.01%
1,725
370
$157K 0.01%
2,087
-28
371
$157K 0.01%
2,297
372
$156K 0.01%
1,870
373
$156K 0.01%
1,235
+250
374
$156K 0.01%
1,533
375
$153K 0.01%
969
-33