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
51
$7.96M 0.48%
93,592
-732
52
$7.79M 0.47%
36,769
-261
53
$7.37M 0.45%
19,567
+292
54
$7.26M 0.44%
328,736
-7,833
55
$7.12M 0.43%
47,801
-239
56
$7.12M 0.43%
104,193
-15,810
57
$7.11M 0.43%
33,408
-498
58
$6.79M 0.41%
25,726
+2,193
59
$6.75M 0.41%
28,400
-517
60
$6.67M 0.41%
102,839
+1,397
61
$6.53M 0.4%
37,326
-637
62
$6.52M 0.4%
50,131
-695
63
$6.51M 0.4%
39,354
+1,564
64
$6.42M 0.39%
40,407
-6,058
65
$6.24M 0.38%
38,832
-2,936
66
$6.22M 0.38%
124,135
-6,042
67
$6.19M 0.38%
26,583
+1,034
68
$6.09M 0.37%
127,099
-3,424
69
$6.05M 0.37%
51,322
-2,315
70
$5.97M 0.36%
98,894
+98,647
71
$5.96M 0.36%
217,758
+30,858
72
$5.91M 0.36%
111,488
-2,446
73
$5.62M 0.34%
211,351
+25,069
74
$5.55M 0.34%
17,282
+541
75
$5.51M 0.34%
25,176
-470