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
1201
-144
1202
-4
1203
-373
1204
-46
1205
-92
1206
-750
1207
-12
1208
-84
1209
-242
1210
-185
1211
-40
1212
-445
1213
-196
1214
-483
1215
-259
1216
-240
1217
-754
1218
-250
1219
-41
1220
-619
1221
-324
1222
-57
1223
-1,199
1224
-532
1225
-146