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
126
$2.67M 0.16%
14,653
-201
127
$2.66M 0.16%
15,174
-180
128
$2.64M 0.16%
39,098
-1,561
129
$2.63M 0.16%
20,630
-310
130
$2.61M 0.16%
11,091
+3,792
131
$2.6M 0.16%
18,150
-454
132
$2.59M 0.16%
9,479
+1,878
133
$2.58M 0.16%
22,759
-40
134
$2.56M 0.16%
12,296
-477
135
$2.49M 0.15%
12,798
-273
136
$2.48M 0.15%
25,073
+1,154
137
$2.47M 0.15%
21,073
+170
138
$2.46M 0.15%
25,732
-60
139
$2.44M 0.15%
29,793
-1,254
140
$2.44M 0.15%
16,029
-322
141
$2.44M 0.15%
74,508
-3,520
142
$2.4M 0.15%
17,804
-615
143
$2.36M 0.14%
85,875
+9,810
144
$2.36M 0.14%
32,682
-638
145
$2.35M 0.14%
32,524
-1,791
146
$2.28M 0.14%
9,923
-109
147
$2.28M 0.14%
208,544
148
$2.24M 0.14%
11,404
+433
149
$2.22M 0.14%
8,142
+210
150
$2.06M 0.13%
26,263
-1,936
4 5
6
7 8