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
401
$26K ﹤0.01%
+700
402
$25K ﹤0.01%
+691
403
$25K ﹤0.01%
+1,200
404
$25K ﹤0.01%
+5,000
405
$25K ﹤0.01%
+350
406
$25K ﹤0.01%
+583
407
$25K ﹤0.01%
+1,600
408
$24K ﹤0.01%
+650
409
$24K ﹤0.01%
+710
410
$24K ﹤0.01%
+879
411
$24K ﹤0.01%
+2,000
412
$24K ﹤0.01%
+1,260
413
$24K ﹤0.01%
+2,225
414
$24K ﹤0.01%
+400
415
$23K ﹤0.01%
+470
416
$23K ﹤0.01%
+561
417
$23K ﹤0.01%
+700
418
$23K ﹤0.01%
+4,300
419
$22K ﹤0.01%
+256
420
$22K ﹤0.01%
+1,000
421
$22K ﹤0.01%
+250
422
$22K ﹤0.01%
+1,000
423
$22K ﹤0.01%
+908
424
$22K ﹤0.01%
+2,500
425
$22K ﹤0.01%
+1,500
15 16
17
18 19