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
26
$14.4M 0.8%
28,435
+127
27
$13.5M 0.75%
114,894
+1,580
28
$13.3M 0.74%
43,206
+1,526
29
$12.4M 0.69%
59,737
-597
30
$12.4M 0.69%
105,326
+1,366
31
$12.4M 0.69%
21,903
+28
32
$12M 0.67%
23,568
+7
33
$11.6M 0.64%
66,556
+817
34
$11.3M 0.63%
157,672
+5,144
35
$11M 0.61%
47,632
-766
36
$10.8M 0.6%
100,695
-2,818
37
$10.8M 0.6%
132,881
-12,069
38
$10.5M 0.58%
34,965
+14
39
$10.4M 0.58%
192,526
+798
40
$9.65M 0.54%
56,925
-1,163
41
$9.21M 0.51%
14,244
-429
42
$9.07M 0.5%
28,024
-56
43
$8.96M 0.5%
156,331
+547
44
$8.81M 0.49%
112,885
-75
45
$8.8M 0.49%
99,066
-3,137
46
$8.46M 0.47%
58,008
-1,528
47
$8.41M 0.47%
42,808
-299
48
$8.38M 0.47%
19,252
+285
49
$8.25M 0.46%
86,227
-1,182
50
$8.24M 0.46%
55,210
-1,224
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