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
501
$38K ﹤0.01%
1,818
502
$38K ﹤0.01%
460
+110
503
$38K ﹤0.01%
298
504
$38K ﹤0.01%
2,565
-3,375
505
$38K ﹤0.01%
2,750
506
$37K ﹤0.01%
552
+380
507
$37K ﹤0.01%
2,300
508
$37K ﹤0.01%
501
+66
509
$37K ﹤0.01%
1,000
-78
510
$36K ﹤0.01%
+1,000
511
$36K ﹤0.01%
1,354
512
$36K ﹤0.01%
127
513
$36K ﹤0.01%
1,025
-250
514
$36K ﹤0.01%
1,400
515
$35K ﹤0.01%
787
+287
516
$35K ﹤0.01%
404
+119
517
$35K ﹤0.01%
300
518
$35K ﹤0.01%
129
+20
519
$34K ﹤0.01%
375
520
$34K ﹤0.01%
872
521
$34K ﹤0.01%
+1,200
522
$33K ﹤0.01%
1,333
-2,500
523
$33K ﹤0.01%
384
524
$33K ﹤0.01%
+1,727
525
$32K ﹤0.01%
590
19 20
21
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