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
626
$18K ﹤0.01%
200
627
$18K ﹤0.01%
515
+389
628
$18K ﹤0.01%
250
629
$18K ﹤0.01%
1,500
630
$18K ﹤0.01%
371
+150
631
$18K ﹤0.01%
150
632
$18K ﹤0.01%
375
633
$17K ﹤0.01%
149
634
$17K ﹤0.01%
300
-431
635
$17K ﹤0.01%
425
636
$17K ﹤0.01%
+374
637
$17K ﹤0.01%
803
+333
638
$17K ﹤0.01%
+63
639
$17K ﹤0.01%
275
640
$17K ﹤0.01%
1,000
641
$17K ﹤0.01%
75
642
$16K ﹤0.01%
400
643
$16K ﹤0.01%
+17
644
$16K ﹤0.01%
+446
645
$16K ﹤0.01%
276
-94
646
$16K ﹤0.01%
+342
647
$16K ﹤0.01%
155
648
$16K ﹤0.01%
810
649
$16K ﹤0.01%
445
650
$16K ﹤0.01%
1,000