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
201
$728K 0.06%
16,961
202
$715K 0.06%
3,624
+79
203
$715K 0.06%
12,936
+884
204
$709K 0.06%
8,232
-765
205
$692K 0.06%
14,079
+481
206
$681K 0.05%
24,660
-472
207
$676K 0.05%
4,414
208
$666K 0.05%
+40,662
209
$659K 0.05%
25,572
+1,377
210
$649K 0.05%
10,041
-950
211
$635K 0.05%
34,878
+337
212
$620K 0.05%
5,755
-800
213
$619K 0.05%
4,809
214
$612K 0.05%
15,794
-525
215
$601K 0.05%
23,882
+3,165
216
$598K 0.05%
23,465
+13,435
217
$594K 0.05%
16,170
218
$587K 0.05%
16,332
-2,373
219
$572K 0.05%
5,172
-145
220
$559K 0.05%
9,568
-2,650
221
$555K 0.04%
5,502
-70
222
$554K 0.04%
10,138
-37
223
$549K 0.04%
6,238
-200
224
$549K 0.04%
6,020
-197
225
$549K 0.04%
11,139
-346
7 8
9
10 11