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
651
$16K ﹤0.01%
150
652
$16K ﹤0.01%
300
653
$16K ﹤0.01%
200
-100
654
$16K ﹤0.01%
+375
655
$16K ﹤0.01%
+5,000
656
$16K ﹤0.01%
1,425
657
$15K ﹤0.01%
120
658
$15K ﹤0.01%
+506
659
$15K ﹤0.01%
1,000
660
$15K ﹤0.01%
+318
661
$15K ﹤0.01%
110
+55
662
$15K ﹤0.01%
2,175
663
$14K ﹤0.01%
+848
664
$14K ﹤0.01%
100
665
$14K ﹤0.01%
+200
666
$14K ﹤0.01%
260
667
$14K ﹤0.01%
214
668
$14K ﹤0.01%
300
669
$14K ﹤0.01%
200
670
$14K ﹤0.01%
500
-260
671
$14K ﹤0.01%
118
672
$14K ﹤0.01%
+300
673
$14K ﹤0.01%
+506
674
$14K ﹤0.01%
1,750
675
$13K ﹤0.01%
150
+21
25 26
27
28 29