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
101
$3.08M 0.25%
76,429
-12,175
102
$3.08M 0.25%
46,796
+2,560
103
$3M 0.24%
83,039
+675
104
$2.83M 0.23%
37,683
+33,602
105
$2.81M 0.23%
208,544
106
$2.77M 0.22%
42,103
+1,535
107
$2.76M 0.22%
23,890
-596
108
$2.75M 0.22%
51,119
+1,111
109
$2.74M 0.22%
16,552
-285
110
$2.71M 0.22%
30,946
+2,091
111
$2.69M 0.22%
36,693
-5,014
112
$2.68M 0.22%
58,958
-2,394
113
$2.64M 0.21%
643,680
+18,200
114
$2.6M 0.21%
15,379
-254
115
$2.54M 0.2%
19,096
-2,745
116
$2.54M 0.2%
43,378
+2,288
117
$2.46M 0.2%
48,415
-3,582
118
$2.42M 0.2%
17,803
-1,076
119
$2.35M 0.19%
12,776
-473
120
$2.35M 0.19%
11,512
+3,739
121
$2.33M 0.19%
80,179
-487
122
$2.31M 0.19%
13,844
+447
123
$2.29M 0.18%
14,747
+1,332
124
$2.28M 0.18%
24,637
-605
125
$2.19M 0.18%
31,317
+2,348
3 4
5
6 7