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
401
$75K 0.01%
594
+55
402
$74K 0.01%
3,325
-200
403
$74K 0.01%
2,000
-700
404
$74K 0.01%
454
+254
405
$74K 0.01%
+550
406
$73K 0.01%
1,400
407
$72K 0.01%
2,550
-1,200
408
$71K 0.01%
1,000
409
$71K 0.01%
2,325
410
$71K 0.01%
870
+690
411
$71K 0.01%
4,478
412
$71K 0.01%
2,350
-400
413
$71K 0.01%
2,835
+580
414
$70K 0.01%
3,142
-100
415
$69K 0.01%
609
+547
416
$69K 0.01%
5,000
+500
417
$69K 0.01%
400
418
$69K 0.01%
808
419
$69K 0.01%
624
+11
420
$68K 0.01%
1,025
+425
421
$68K 0.01%
1,680
-1,053
422
$68K 0.01%
2,102
423
$68K 0.01%
2,800
424
$66K 0.01%
825
-630
425
$65K 0.01%
+2,000
15 16
17
18 19