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
451
$54K ﹤0.01%
4,050
452
$53K ﹤0.01%
612
-66
453
$52K ﹤0.01%
+1,303
454
$51K ﹤0.01%
20,000
455
$51K ﹤0.01%
1,067
456
$51K ﹤0.01%
840
-200
457
$51K ﹤0.01%
925
-557
458
$50K ﹤0.01%
1,783
459
$50K ﹤0.01%
1,011
+138
460
$50K ﹤0.01%
600
+300
461
$50K ﹤0.01%
330
+30
462
$50K ﹤0.01%
405
463
$49K ﹤0.01%
1,725
464
$49K ﹤0.01%
+791
465
$49K ﹤0.01%
+415
466
$48K ﹤0.01%
1,476
+326
467
$48K ﹤0.01%
1,083
468
$48K ﹤0.01%
3,000
469
$47K ﹤0.01%
3,134
470
$47K ﹤0.01%
500
471
$47K ﹤0.01%
404
+64
472
$47K ﹤0.01%
337
+216
473
$47K ﹤0.01%
800
+692
474
$46K ﹤0.01%
3,935
475
$46K ﹤0.01%
1,250
-500
17 18
19
20 21