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
126
$2.91M 0.16%
101,728
-2,243
127
$2.86M 0.16%
16,441
-895
128
$2.86M 0.16%
41,306
-6,316
129
$2.82M 0.16%
145,436
+30,246
130
$2.81M 0.16%
13,822
-821
131
$2.76M 0.15%
17,732
-2,036
132
$2.68M 0.15%
14,161
+662
133
$2.67M 0.15%
4,785
+734
134
$2.62M 0.15%
79,046
-11,425
135
$2.56M 0.14%
9,517
-533
136
$2.55M 0.14%
208,544
137
$2.54M 0.14%
19,726
+319
138
$2.47M 0.14%
9,339
-5
139
$2.47M 0.14%
802
+2
140
$2.46M 0.14%
12,121
+821
141
$2.45M 0.14%
30,547
-1,038
142
$2.45M 0.14%
11,540
-1,226
143
$2.34M 0.13%
92,294
-33,045
144
$2.33M 0.13%
13,194
-348
145
$2.21M 0.12%
94,000
+45,935
146
$2.16M 0.12%
5,282
-34
147
$2.13M 0.12%
57,721
-1,126
148
$2.12M 0.12%
51,496
+1,637
149
$2.11M 0.12%
21,370
+1,124
150
$2.1M 0.12%
14,811
+167
4 5
6
7 8