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
126
$2.19M 0.18%
91,144
-1,024
127
$2.18M 0.18%
22,619
-1,401
128
$2.18M 0.18%
51,499
+4,776
129
$2.17M 0.17%
12,942
-2,614
130
$2.16M 0.17%
64,870
-3,162
131
$2.11M 0.17%
149,785
132
$2.04M 0.16%
13,604
-773
133
$2.03M 0.16%
15,417
-874
134
$2M 0.16%
67,008
-780
135
$2M 0.16%
31,626
+1,680
136
$2M 0.16%
25,812
-790
137
$1.99M 0.16%
25,322
-67
138
$1.96M 0.16%
27,542
+1,310
139
$1.92M 0.15%
11,865
-529
140
$1.92M 0.15%
75,545
+17,505
141
$1.92M 0.15%
11,665
+553
142
$1.91M 0.15%
62,120
+834
143
$1.9M 0.15%
1,015
-217
144
$1.9M 0.15%
+38,602
145
$1.9M 0.15%
26,833
-1,055
146
$1.87M 0.15%
24,140
+140
147
$1.85M 0.15%
13,608
+2,015
148
$1.81M 0.15%
18,626
-345
149
$1.81M 0.15%
25,204
-1,289
150
$1.77M 0.14%
71,020
+12,060
4 5
6
7 8