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
101
$4.41M 0.25%
63,954
+907
102
$4.4M 0.24%
11,660
-383
103
$4.26M 0.24%
128,550
+341
104
$4.15M 0.23%
189,352
+10,887
105
$3.82M 0.21%
13,998
-110
106
$3.8M 0.21%
76,878
-278
107
$3.69M 0.21%
118,073
-3,590
108
$3.69M 0.21%
30,169
+46
109
$3.67M 0.2%
15,257
-236
110
$3.66M 0.2%
10,004
+268
111
$3.6M 0.2%
101,264
-11,625
112
$3.47M 0.19%
17,619
-259
113
$3.45M 0.19%
12,084
-18
114
$3.44M 0.19%
23,042
-843
115
$3.4M 0.19%
166,597
+17,012
116
$3.39M 0.19%
37,169
+2,280
117
$3.32M 0.18%
11,594
+174
118
$3.27M 0.18%
29,437
+5,366
119
$3.26M 0.18%
123,575
-5,911
120
$3.24M 0.18%
44,842
+4,195
121
$3.23M 0.18%
21,260
+506
122
$3.21M 0.18%
10,988
+1,236
123
$2.99M 0.17%
15,589
+35
124
$2.97M 0.17%
21,203
-46
125
$2.95M 0.16%
15,776
-590