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
151
$896K 0.14%
+12,293
152
$890K 0.14%
+10,705
153
$832K 0.13%
+11,370
154
$820K 0.13%
+20,045
155
$814K 0.13%
+17,808
156
$813K 0.13%
+23,400
157
$800K 0.13%
+65,880
158
$796K 0.12%
+6,679
159
$795K 0.12%
+13,265
160
$783K 0.12%
+15,086
161
$769K 0.12%
+11,633
162
$768K 0.12%
+9,825
163
$740K 0.12%
+57,543
164
$712K 0.11%
+51,260
165
$701K 0.11%
+10,575
166
$684K 0.11%
+10,954
167
$684K 0.11%
+58,770
168
$659K 0.1%
+38,589
169
$657K 0.1%
+16,276
170
$644K 0.1%
+15,717
171
$580K 0.09%
+6,749
172
$573K 0.09%
+26,417
173
$568K 0.09%
+8,880
174
$562K 0.09%
+5,479
175
$558K 0.09%
+10,544
5 6
7
8 9