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
$834M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$2.72M
3
+$2.65M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
DHR icon
Danaher
DHR
+$1.21M

Top Sells

1
+$3.18M
2
+$2.17M
3
+$1.45M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
RIG icon
Transocean
RIG
+$1.08M

Sector Composition

1 Healthcare 12.13%
2 Technology 11.65%
3 Energy 9.32%
4 Industrials 7.93%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.79M 0.57%
94,675
+6,274
52
$4.79M 0.57%
212,436
+2,966
53
$4.76M 0.57%
55,248
+1,368
54
$4.76M 0.57%
105,681
+986
55
$4.61M 0.55%
74,656
+755
56
$4.57M 0.55%
39,527
-2,605
57
$4.45M 0.53%
56,659
+384
58
$4.43M 0.53%
81,784
+952
59
$4.41M 0.53%
67,301
+13,954
60
$4.33M 0.52%
69,193
-39
61
$4.32M 0.52%
104,026
+6,166
62
$4.3M 0.52%
49,080
+8,692
63
$4.3M 0.52%
74,718
-1,252
64
$4.26M 0.51%
83,064
-998
65
$4.13M 0.5%
160,871
+8,660
66
$4.05M 0.49%
79,089
-1,649
67
$4.04M 0.48%
47,296
+3,220
68
$3.9M 0.47%
82,637
+56
69
$3.84M 0.46%
144,408
-3,568
70
$3.58M 0.43%
74,358
-1,040
71
$3.46M 0.41%
52,858
+1,913
72
$3.4M 0.41%
115,150
+10,930
73
$3.29M 0.39%
143,554
-9,585
74
$3.28M 0.39%
35,400
+591
75
$3.26M 0.39%
156,588
-5,015
1 2
3
4 5