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
$1.64B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$1.34M
3 +$1.23M
4
SHW icon
Sherwin-Williams
SHW
+$986K
5
TSLA icon
Tesla
TSLA
+$892K

Top Sells

1 +$6.14M
2 +$1.84M
3 +$1.44M
4
CSCO icon
Cisco
CSCO
+$1.18M
5
AAPL icon
Apple
AAPL
+$1.17M

Sector Composition

1 Technology 15.52%
2 Healthcare 10.05%
3 Financials 9.72%
4 Consumer Discretionary 7.67%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$311K 0.02%
7,525
-137
277
$308K 0.02%
896
+116
278
$307K 0.02%
3,564
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279
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$303K 0.02%
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281
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282
$294K 0.02%
13,602
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283
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284
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285
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287
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288
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290
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291
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295
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296
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7,280
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300
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2,126
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