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
$1.8B
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.74M
3 +$1.31M
4
ASML icon
ASML
ASML
+$1.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.13M

Top Sells

1 +$1.85M
2 +$1.22M
3 +$1.21M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.16M
5
FMC icon
FMC
FMC
+$1.12M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.07%
3 Financials 8.63%
4 Consumer Discretionary 6.52%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$8.23M 0.46%
109,557
-15,476
52
$8.22M 0.46%
40,557
-1,900
53
$8.15M 0.45%
76,942
-737
54
$8.02M 0.45%
14,931
+1,908
55
$7.99M 0.44%
48,595
+910
56
$7.84M 0.44%
74,759
-29
57
$7.79M 0.43%
141,942
+2,911
58
$7.7M 0.43%
32,769
-303
59
$7.36M 0.41%
26,936
-609
60
$7.11M 0.4%
103,839
+517
61
$7.05M 0.39%
209,778
+51,887
62
$6.9M 0.38%
118,938
-534
63
$6.87M 0.38%
106,747
+3,015
64
$6.74M 0.37%
13,368
-21
65
$6.57M 0.37%
44,075
-1,631
66
$6.5M 0.36%
38,544
-439
67
$6.45M 0.36%
92,920
-858
68
$6.36M 0.35%
162,136
+8,117
69
$6.21M 0.35%
17,337
-484
70
$6.2M 0.34%
37,831
-39
71
$6.15M 0.34%
82,974
-1,316
72
$5.99M 0.33%
39,325
-1,001
73
$5.99M 0.33%
131,014
+14,226
74
$5.94M 0.33%
21,823
+1,662
75
$5.79M 0.32%
115,296
+3,540