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
101
$1.83M 0.29%
+99,596
102
$1.78M 0.28%
+31,221
103
$1.78M 0.28%
+43,174
104
$1.77M 0.28%
+56,934
105
$1.71M 0.27%
+33,144
106
$1.7M 0.27%
+24,660
107
$1.69M 0.27%
+119,070
108
$1.66M 0.26%
+41,441
109
$1.63M 0.25%
+24,550
110
$1.62M 0.25%
+47,098
111
$1.6M 0.25%
+38,828
112
$1.6M 0.25%
+44,236
113
$1.58M 0.25%
+22,300
114
$1.58M 0.25%
+25,549
115
$1.56M 0.24%
+54,766
116
$1.54M 0.24%
+18,822
117
$1.53M 0.24%
+47,176
118
$1.52M 0.24%
+49,395
119
$1.49M 0.23%
+25,074
120
$1.46M 0.23%
+30,447
121
$1.41M 0.22%
+16,318
122
$1.39M 0.22%
+12,680
123
$1.38M 0.22%
+9,308
124
$1.35M 0.21%
+38,436
125
$1.34M 0.21%
+23,933
3 4
5
6 7