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
176
$1.25M 0.1%
11,346
-6,246
177
$1.24M 0.1%
18,295
-4,218
178
$1.15M 0.09%
7,367
-203
179
$1.15M 0.09%
13,829
+2,253
180
$1.09M 0.09%
8,537
-61
181
$1.06M 0.08%
21,629
-1,759
182
$1.05M 0.08%
15,760
-515
183
$1.04M 0.08%
21,214
-423
184
$1.04M 0.08%
41,400
+15,885
185
$1.03M 0.08%
11,044
-165
186
$994K 0.08%
11,617
+3,122
187
$991K 0.08%
5,453
-444
188
$989K 0.08%
10,082
-135
189
$975K 0.08%
12,601
-920
190
$926K 0.07%
18,414
+4,047
191
$874K 0.07%
74,730
192
$860K 0.07%
23,194
+4,520
193
$856K 0.07%
3,483
-45
194
$849K 0.07%
17,925
-15,929
195
$830K 0.07%
16,150
-1,588
196
$786K 0.06%
19,757
-7,113
197
$775K 0.06%
3,426
-30
198
$763K 0.06%
8,569
+873
199
$757K 0.06%
9,036
+839
200
$751K 0.06%
8,511
-432
6 7
8
9 10