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
$834M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$2.72M
3 +$2.65M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.79M
5
DHR icon
Danaher
DHR
+$1.21M

Top Sells

1 +$3.18M
2 +$2.17M
3 +$1.45M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
RIG icon
Transocean
RIG
+$1.08M

Sector Composition

1 Healthcare 12.13%
2 Technology 11.65%
3 Energy 9.32%
4 Industrials 7.93%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.66M 0.2%
11,532
+1,315
127
$1.65M 0.2%
26,337
-208
128
$1.65M 0.2%
21,402
-88
129
$1.64M 0.2%
17,239
-42
130
$1.63M 0.2%
47,619
+22,514
131
$1.59M 0.19%
15,035
-17
132
$1.58M 0.19%
23,142
-603
133
$1.57M 0.19%
31,551
-397
134
$1.57M 0.19%
22,520
-375
135
$1.56M 0.19%
25,113
+18
136
$1.53M 0.18%
51,837
-107,653
137
$1.52M 0.18%
20,000
-575
138
$1.51M 0.18%
97,460
+23,900
139
$1.48M 0.18%
34,349
+765
140
$1.44M 0.17%
99,696
-1,425
141
$1.42M 0.17%
35,524
-2,376
142
$1.42M 0.17%
12,763
+1,478
143
$1.38M 0.17%
35,653
-2,165
144
$1.36M 0.16%
36,710
145
$1.35M 0.16%
20,616
-800
146
$1.34M 0.16%
17,629
-99
147
$1.34M 0.16%
16,884
+277
148
$1.34M 0.16%
17,667
-1,886
149
$1.33M 0.16%
23,500
+1,042
150
$1.33M 0.16%
16,829
-452