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
26
$13.4M 0.82%
18,589
-633
27
$12.5M 0.76%
53,532
+394
28
$12.3M 0.75%
26,365
+646
29
$12M 0.73%
51,831
+2,231
30
$11.4M 0.7%
36,478
-2,888
31
$11.1M 0.68%
144,240
+4,748
32
$11.1M 0.67%
74,828
-3,195
33
$9.96M 0.61%
62,054
+1,398
34
$9.9M 0.6%
168,614
+2,513
35
$9.84M 0.6%
142,446
-1,850
36
$9.82M 0.6%
44,119
+1,423
37
$9.76M 0.59%
195,877
-20,222
38
$9.68M 0.59%
69,570
-913
39
$9.54M 0.58%
36,522
-564
40
$9.13M 0.55%
41,720
+15
41
$9.06M 0.55%
694,160
+8,480
42
$8.99M 0.55%
17,971
+1,100
43
$8.97M 0.55%
33,694
-246
44
$8.94M 0.54%
199,755
-26,400
45
$8.64M 0.53%
38,496
-991
46
$8.51M 0.52%
137,148
-3,503
47
$8.34M 0.51%
140,742
-48
48
$8.18M 0.5%
67,618
-3,263
49
$7.98M 0.49%
32,565
-885
50
$7.97M 0.48%
116,683
-846
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