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
676
$13K ﹤0.01%
100
677
$13K ﹤0.01%
75
678
$13K ﹤0.01%
175
-12
679
$13K ﹤0.01%
132
680
$13K ﹤0.01%
300
681
$13K ﹤0.01%
5,000
682
$12K ﹤0.01%
+144
683
$12K ﹤0.01%
+107
684
$12K ﹤0.01%
+723
685
$12K ﹤0.01%
770
686
$12K ﹤0.01%
304
687
$12K ﹤0.01%
800
688
$12K ﹤0.01%
250
689
$12K ﹤0.01%
85
-50
690
$12K ﹤0.01%
150
-50
691
$12K ﹤0.01%
1,000
692
$12K ﹤0.01%
150
693
$12K ﹤0.01%
532
694
$12K ﹤0.01%
300
695
$11K ﹤0.01%
1,000
696
$11K ﹤0.01%
344
+188
697
$11K ﹤0.01%
33
698
$11K ﹤0.01%
900
699
$11K ﹤0.01%
500
700
$11K ﹤0.01%
+548
26 27
28
29 30