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
126
$1.32M 0.21%
+17,118
127
$1.29M 0.2%
+22,797
128
$1.29M 0.2%
+37,603
129
$1.28M 0.2%
+331
130
$1.23M 0.19%
+21,225
131
$1.22M 0.19%
+14,801
132
$1.22M 0.19%
+36,000
133
$1.22M 0.19%
+37,436
134
$1.2M 0.19%
+23,390
135
$1.19M 0.19%
+5,795
136
$1.12M 0.17%
+11,589
137
$1.1M 0.17%
+13,081
138
$1.08M 0.17%
+14,255
139
$1.08M 0.17%
+43,028
140
$1.07M 0.17%
+14,675
141
$1.07M 0.17%
+9,549
142
$1.04M 0.16%
+43,531
143
$1.03M 0.16%
+59,880
144
$1.01M 0.16%
+22,276
145
$1.01M 0.16%
+15,394
146
$1M 0.16%
+45,570
147
$995K 0.16%
+35,805
148
$993K 0.16%
+29,691
149
$951K 0.15%
+21,559
150
$902K 0.14%
+15,305
4 5
6
7 8