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
101
$4.11M 0.25%
41,574
-1,922
102
$4.02M 0.24%
97,591
-8,717
103
$3.9M 0.24%
43,428
+1,679
104
$3.89M 0.24%
62,022
+3,874
105
$3.86M 0.23%
21,914
-295
106
$3.85M 0.23%
28,841
-281
107
$3.81M 0.23%
26,069
-529
108
$3.79M 0.23%
18,189
+706
109
$3.69M 0.22%
24,145
-624
110
$3.66M 0.22%
33,570
+985
111
$3.55M 0.22%
14,148
-320
112
$3.55M 0.22%
41,781
-765
113
$3.54M 0.22%
142,080
+3,410
114
$3.44M 0.21%
16,067
-1,008
115
$3.44M 0.21%
82,139
-3,497
116
$3.32M 0.2%
35,132
-4,248
117
$3.21M 0.2%
42,654
+931
118
$3.13M 0.19%
38,957
-1,653
119
$3.09M 0.19%
26,926
+705
120
$2.99M 0.18%
48,495
-607
121
$2.91M 0.18%
22,081
-992
122
$2.9M 0.18%
35,050
-2,670
123
$2.81M 0.17%
10,826
-1,329
124
$2.71M 0.17%
13,129
+50
125
$2.7M 0.16%
54,060
-2,298
3 4
5
6 7