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
401
$128K 0.01%
2,789
+300
402
$127K 0.01%
13,594
403
$126K 0.01%
2,207
+31
404
$123K 0.01%
476
+426
405
$123K 0.01%
1,311
-46
406
$122K 0.01%
1,800
407
$122K 0.01%
1,116
408
$121K 0.01%
770
409
$120K 0.01%
975
-322
410
$120K 0.01%
948
411
$119K 0.01%
1,764
-883
412
$119K 0.01%
3,618
-35
413
$118K 0.01%
591
414
$118K 0.01%
2,100
415
$118K 0.01%
5,338
+4,550
416
$117K 0.01%
1,180
-395
417
$116K 0.01%
4,860
+1,820
418
$116K 0.01%
2,185
419
$114K 0.01%
2,250
-750
420
$113K 0.01%
+1,100
421
$113K 0.01%
1,893
422
$113K 0.01%
2,781
-126
423
$111K 0.01%
5,823
-500
424
$111K 0.01%
1,660
425
$110K 0.01%
850