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
301
$70K 0.01%
+968
302
$70K 0.01%
+1,344
303
$70K 0.01%
+1,100
304
$69K 0.01%
+1,688
305
$67K 0.01%
+1,700
306
$65K 0.01%
+2,120
307
$65K 0.01%
+1,541
308
$65K 0.01%
+840
309
$65K 0.01%
+941
310
$64K 0.01%
+3,375
311
$63K 0.01%
+702
312
$63K 0.01%
+1,090
313
$63K 0.01%
+2,184
314
$62K 0.01%
+3,600
315
$62K 0.01%
+1,400
316
$62K 0.01%
+756
317
$61K 0.01%
+2,924
318
$61K 0.01%
+2,055
319
$61K 0.01%
+915
320
$60K 0.01%
+1,460
321
$60K 0.01%
+2,276
322
$60K 0.01%
+821
323
$58K 0.01%
+1,640
324
$58K 0.01%
+1,636
325
$58K 0.01%
+1,274
11 12
13
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