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
576
$24K ﹤0.01%
642
577
$24K ﹤0.01%
425
578
$24K ﹤0.01%
250
-250
579
$23K ﹤0.01%
361
-433
580
$23K ﹤0.01%
300
-401
581
$23K ﹤0.01%
2,000
582
$23K ﹤0.01%
+675
583
$23K ﹤0.01%
64
584
$23K ﹤0.01%
+178
585
$23K ﹤0.01%
428
586
$23K ﹤0.01%
378
587
$23K ﹤0.01%
200
588
$22K ﹤0.01%
830
589
$22K ﹤0.01%
1,200
590
$22K ﹤0.01%
357
+51
591
$22K ﹤0.01%
204
592
$22K ﹤0.01%
240
-40
593
$22K ﹤0.01%
767
594
$22K ﹤0.01%
+2,080
595
$22K ﹤0.01%
597
-278
596
$21K ﹤0.01%
600
597
$21K ﹤0.01%
2,206
598
$21K ﹤0.01%
500
-200
599
$21K ﹤0.01%
210
600
$21K ﹤0.01%
1,689
22 23
24
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