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
26
$10.3M 0.83%
22,021
-401
27
$10.3M 0.82%
122,155
+4,852
28
$9.83M 0.79%
50,950
+930
29
$9.68M 0.78%
56,185
-1,132
30
$9.29M 0.75%
70,854
-1,007
31
$8.96M 0.72%
71,983
+1,217
32
$8.68M 0.7%
113,291
-2,278
33
$7.88M 0.63%
42,169
-960
34
$7.81M 0.63%
71,217
-5,004
35
$7.8M 0.63%
36,590
+1,006
36
$7.4M 0.6%
201,009
+1,776
37
$7.16M 0.58%
132,300
+6,980
38
$7.16M 0.58%
43,968
-144
39
$6.88M 0.55%
45,318
+2,705
40
$6.76M 0.54%
49,247
+40,904
41
$6.63M 0.53%
36,224
+65
42
$6.58M 0.53%
35,602
+616
43
$6.57M 0.53%
37,882
-29
44
$6.54M 0.53%
162,806
-2,305
45
$6.47M 0.52%
126,292
-1,028
46
$6.46M 0.52%
32,414
-814
47
$6.44M 0.52%
63,833
-154
48
$6.43M 0.52%
31,430
+15
49
$6.39M 0.51%
21,765
+1,625
50
$6.29M 0.51%
138,713
-4,437
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