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
201
$1.03M 0.06%
61,233
202
$1.02M 0.06%
33,472
-2,438
203
$1.01M 0.06%
24,111
-184
204
$1.01M 0.06%
9,270
+667
205
$1.01M 0.06%
9,958
+161
206
$969K 0.05%
5,998
-510
207
$965K 0.05%
18,716
-462
208
$954K 0.05%
18,648
-620
209
$950K 0.05%
10,306
+33
210
$948K 0.05%
38,220
-565
211
$932K 0.05%
8,254
+974
212
$927K 0.05%
37,855
+2,465
213
$926K 0.05%
61,674
+3,882
214
$924K 0.05%
13,984
-951
215
$923K 0.05%
9,366
-6,592
216
$919K 0.05%
37,576
+1,155
217
$884K 0.05%
7,312
-505
218
$882K 0.05%
10,764
+1,848
219
$867K 0.05%
12,602
+385
220
$862K 0.05%
1,400
221
$850K 0.05%
13,404
+2,383
222
$840K 0.05%
11,107
-2,405
223
$834K 0.05%
2,123
-177
224
$833K 0.05%
17,457
+15
225
$831K 0.05%
6,338
7 8
9
10 11