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
376
$153K 0.01%
624
377
$152K 0.01%
1,918
-1,734
378
$147K 0.01%
5,915
+5,673
379
$144K 0.01%
332
380
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5,498
-6,829
381
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15,000
382
$141K 0.01%
1,030
383
$141K 0.01%
3,140
-350
384
$140K 0.01%
2,388
-3,620
385
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1,229
+372
386
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1,054
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387
$139K 0.01%
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388
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389
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390
$138K 0.01%
7,398
391
$138K 0.01%
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392
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393
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7,896
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398
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400
399
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103
-13
400
$129K 0.01%
1,176