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
$672M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$1.82M
3 +$977K
4
HMC icon
Honda
HMC
+$798K
5
ABT icon
Abbott
ABT
+$739K

Top Sells

1 +$3.1M
2 +$2.92M
3 +$2.62M
4
LDOS icon
Leidos
LDOS
+$1.6M
5
NRP icon
Natural Resource Partners
NRP
+$1.19M

Sector Composition

1 Energy 11.64%
2 Healthcare 11.55%
3 Technology 11.47%
4 Industrials 8.57%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$173K 0.03%
1,439
-6
252
$170K 0.03%
6,025
-1
253
$169K 0.03%
2,550
-112
254
$167K 0.02%
2,470
-186
255
$166K 0.02%
6,918
256
$161K 0.02%
1,245
-90
257
$160K 0.02%
10,260
258
$159K 0.02%
+2,898
259
$153K 0.02%
2,777
-200
260
$152K 0.02%
4,820
-500
261
$152K 0.02%
10,700
-2,700
262
$150K 0.02%
7,080
-255
263
$150K 0.02%
1,775
264
$140K 0.02%
6,555
-710
265
$139K 0.02%
1,220
+740
266
$139K 0.02%
3,430
267
$138K 0.02%
3,000
268
$138K 0.02%
14,538
-1,442
269
$138K 0.02%
1,605
270
$136K 0.02%
2,690
+300
271
$135K 0.02%
6,848
272
$135K 0.02%
2,490
273
$135K 0.02%
2,082
+1,533
274
$128K 0.02%
4,975
-250
275
$124K 0.02%
5,000