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
176
$1.52M 0.08%
10,855
+923
177
$1.5M 0.08%
31,475
+3,040
178
$1.49M 0.08%
63,357
+28,416
179
$1.49M 0.08%
7,455
-795
180
$1.49M 0.08%
19,593
+1,337
181
$1.48M 0.08%
33,228
-1,164
182
$1.43M 0.08%
52,049
-6,860
183
$1.35M 0.08%
21,692
-1,452
184
$1.29M 0.07%
10,907
+347
185
$1.27M 0.07%
38,372
-1,358
186
$1.26M 0.07%
18,460
+20
187
$1.25M 0.07%
48,655
-2,040
188
$1.21M 0.07%
25,998
+546
189
$1.16M 0.06%
5,598
-280
190
$1.16M 0.06%
14,775
-3,438
191
$1.15M 0.06%
5,040
+109
192
$1.15M 0.06%
9,077
+86
193
$1.12M 0.06%
24,398
+760
194
$1.12M 0.06%
17,278
-522
195
$1.1M 0.06%
20,939
+2,241
196
$1.07M 0.06%
9,661
-258
197
$1.05M 0.06%
27,589
-581
198
$1.04M 0.06%
39,930
-3,643
199
$1.04M 0.06%
13,929
+43
200
$1.04M 0.06%
4,063
+5