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
376
$94K 0.01%
2,595
-1,430
377
$94K 0.01%
821
+103
378
$93K 0.01%
1,644
+820
379
$93K 0.01%
1,665
-875
380
$92K 0.01%
3,190
+440
381
$92K 0.01%
6,000
382
$89K 0.01%
2,200
-125
383
$88K 0.01%
5,831
384
$87K 0.01%
1,955
+104
385
$85K 0.01%
838
-100
386
$85K 0.01%
6,270
387
$83K 0.01%
+2,791
388
$82K 0.01%
1,500
389
$82K 0.01%
2,738
+1,000
390
$81K 0.01%
5,628
391
$81K 0.01%
547
+44
392
$80K 0.01%
1,672
393
$80K 0.01%
428
+28
394
$79K 0.01%
4,500
395
$78K 0.01%
347
396
$76K 0.01%
912
397
$75K 0.01%
4,576
+96
398
$75K 0.01%
5,000
399
$75K 0.01%
850
-106
400
$75K 0.01%
1,081
+442
14 15
16
17 18