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
76
$5.71M 0.32%
81,850
-4,100
77
$5.58M 0.31%
229,155
+10,550
78
$5.55M 0.31%
163,054
+27,369
79
$5.36M 0.3%
229,660
+4,369
80
$5.34M 0.3%
230,750
+5,254
81
$5.31M 0.3%
214,754
+6,737
82
$5.29M 0.29%
26,306
-4,425
83
$5.25M 0.29%
54,127
-101
84
$5.17M 0.29%
28,002
-329
85
$5.16M 0.29%
65,650
+2,502
86
$5.14M 0.29%
42,891
-444
87
$5.11M 0.28%
212,839
+3,094
88
$5.1M 0.28%
31,661
-1,485
89
$5.08M 0.28%
17,939
+969
90
$4.9M 0.27%
47,635
-1,723
91
$4.88M 0.27%
87,094
+1,461
92
$4.81M 0.27%
108,580
+4,177
93
$4.76M 0.26%
54,811
+1,323
94
$4.75M 0.26%
22,265
-222
95
$4.74M 0.26%
23,262
-329
96
$4.71M 0.26%
32,599
-1,171
97
$4.55M 0.25%
77,226
+3,123
98
$4.47M 0.25%
17,792
-90
99
$4.47M 0.25%
26,927
+2,275
100
$4.43M 0.25%
136,772
-5,890
2 3
4
5 6