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
51
$6.26M 0.5%
367,393
-6,892
52
$6.26M 0.5%
114,945
+8,199
53
$6.26M 0.5%
50,718
+424
54
$6.25M 0.5%
30,395
-718
55
$6.19M 0.5%
101,943
+416
56
$6.09M 0.49%
96,877
57
$6.02M 0.48%
52,204
-1,422
58
$5.95M 0.48%
137,190
-770
59
$5.63M 0.45%
47,203
+83
60
$5.52M 0.44%
31,771
+2,711
61
$5.48M 0.44%
36,874
+115
62
$5.46M 0.44%
215,866
+9,959
63
$5.28M 0.42%
124,040
+2,172
64
$5.27M 0.42%
46,056
+4,737
65
$5.24M 0.42%
99,090
+109
66
$5.16M 0.41%
64,462
-7,913
67
$5M 0.4%
28,628
+325
68
$4.96M 0.4%
100,364
+1,148
69
$4.88M 0.39%
33,638
-1,717
70
$4.83M 0.39%
55,009
+4,525
71
$4.74M 0.38%
24,075
+615
72
$4.72M 0.38%
108,884
-1,612
73
$4.62M 0.37%
12,687
+768
74
$4.5M 0.36%
79,460
-1,160
75
$4.47M 0.36%
86,984
-507
1 2
3
4 5