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
601
$21K ﹤0.01%
1,000
602
$21K ﹤0.01%
216
603
$21K ﹤0.01%
300
604
$21K ﹤0.01%
1,145
+327
605
$21K ﹤0.01%
1,000
606
$21K ﹤0.01%
300
-80
607
$21K ﹤0.01%
128
+28
608
$21K ﹤0.01%
+200
609
$20K ﹤0.01%
153
610
$20K ﹤0.01%
500
611
$20K ﹤0.01%
425
-215
612
$20K ﹤0.01%
+600
613
$20K ﹤0.01%
1,200
614
$20K ﹤0.01%
390
615
$19K ﹤0.01%
250
616
$19K ﹤0.01%
176
617
$19K ﹤0.01%
713
618
$19K ﹤0.01%
449
+113
619
$19K ﹤0.01%
478
620
$19K ﹤0.01%
+230
621
$19K ﹤0.01%
236
-86
622
$19K ﹤0.01%
414
+399
623
$18K ﹤0.01%
328
+228
624
$18K ﹤0.01%
+1,000
625
$18K ﹤0.01%
1,000
-750
23 24
25
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