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
$639M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$30.3M
3
+$12.8M
4
MSFT icon
Microsoft
MSFT
+$10.9M
5
PEP icon
PepsiCo
PEP
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.15%
2 Technology 11.75%
3 Energy 11.68%
4 Consumer Staples 8.33%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$236K 0.04%
+4,005
227
$231K 0.04%
+9,300
228
$227K 0.04%
+2,881
229
$226K 0.04%
+2,620
230
$216K 0.03%
+2,524
231
$213K 0.03%
+2,542
232
$208K 0.03%
+3,070
233
$208K 0.03%
+4,516
234
$202K 0.03%
+13,024
235
$199K 0.03%
+1,923
236
$192K 0.03%
+3,056
237
$186K 0.03%
+1,498
238
$185K 0.03%
+5,320
239
$184K 0.03%
+5,959
240
$181K 0.03%
+4,038
241
$180K 0.03%
+15,980
242
$179K 0.03%
+4,848
243
$175K 0.03%
+10,354
244
$174K 0.03%
+2,977
245
$171K 0.03%
+6,918
246
$169K 0.03%
+3,889
247
$167K 0.03%
+1,445
248
$165K 0.03%
+4,725
249
$163K 0.03%
+2,662
250
$163K 0.03%
+13,400
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