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
76
$5.39M 0.33%
83,352
-960
77
$5.39M 0.33%
198,879
+23,042
78
$5.28M 0.32%
37,505
-495
79
$5.21M 0.32%
97,647
-15,370
80
$5.2M 0.32%
99,221
-3,849
81
$5.1M 0.31%
47,611
-939
82
$5.02M 0.31%
182,223
+24,954
83
$4.98M 0.3%
14,209
+295
84
$4.96M 0.3%
72,386
-3,581
85
$4.95M 0.3%
188,280
+24,250
86
$4.93M 0.3%
227,070
-23,285
87
$4.91M 0.3%
83,958
+10,682
88
$4.76M 0.29%
66,618
-6,562
89
$4.76M 0.29%
17,478
+581
90
$4.69M 0.29%
43,827
+264
91
$4.61M 0.28%
13,617
+933
92
$4.58M 0.28%
83,523
-3,334
93
$4.54M 0.28%
30,000
-607
94
$4.42M 0.27%
60,564
-1,131
95
$4.35M 0.26%
55,727
-857
96
$4.34M 0.26%
169,715
+17,665
97
$4.27M 0.26%
15,884
-60
98
$4.26M 0.26%
144,175
+25,260
99
$4.24M 0.26%
115,276
-2,995
100
$4.23M 0.26%
50,067
-6,324
2 3
4
5 6