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
151
$2.08M 0.12%
35,660
-2,433
152
$2.04M 0.11%
4,920
-289
153
$2.04M 0.11%
35,230
-1,360
154
$2.02M 0.11%
3,439
+2,037
155
$2.02M 0.11%
8,082
+85
156
$2.01M 0.11%
47,784
-522
157
$1.94M 0.11%
12,439
+1,868
158
$1.91M 0.11%
24,887
-1,566
159
$1.88M 0.1%
25,806
-2,407
160
$1.88M 0.1%
7,084
+179
161
$1.82M 0.1%
20,129
-125
162
$1.78M 0.1%
42,583
-71
163
$1.76M 0.1%
12,517
+415
164
$1.75M 0.1%
12,901
-75
165
$1.74M 0.1%
16,794
-189
166
$1.72M 0.1%
18,618
-103
167
$1.68M 0.09%
14,978
+2,048
168
$1.65M 0.09%
40,649
-2,890
169
$1.65M 0.09%
35,409
+248
170
$1.62M 0.09%
7,778
+6
171
$1.62M 0.09%
14,701
-2,057
172
$1.57M 0.09%
17,165
+75
173
$1.55M 0.09%
20,501
-210
174
$1.53M 0.09%
15,014
-293
175
$1.53M 0.08%
14,211
-497
5 6
7
8 9