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
151
$2.06M 0.13%
68,499
-9,562
152
$2.06M 0.13%
24,080
-927
153
$2.06M 0.13%
48,040
-2,726
154
$2.03M 0.12%
67,100
-1,105
155
$2.01M 0.12%
55,750
+2,704
156
$2M 0.12%
11,872
+484
157
$1.88M 0.11%
46,893
-5,046
158
$1.87M 0.11%
18,201
-265
159
$1.83M 0.11%
25,033
+2,764
160
$1.82M 0.11%
24,539
-1,090
161
$1.78M 0.11%
14,820
+2,955
162
$1.78M 0.11%
24,659
-3,448
163
$1.77M 0.11%
84,633
-3,185
164
$1.77M 0.11%
14,742
+2,218
165
$1.75M 0.11%
42,681
+1,219
166
$1.73M 0.11%
9,146
+55
167
$1.73M 0.11%
6,817
+41
168
$1.73M 0.11%
38,809
-5,474
169
$1.66M 0.1%
31,851
-220
170
$1.53M 0.09%
6,343
-693
171
$1.52M 0.09%
4,291
-362
172
$1.45M 0.09%
41,274
-3,736
173
$1.41M 0.09%
22,921
-768
174
$1.4M 0.09%
25,213
-2,215
175
$1.38M 0.08%
4,761
+309
5 6
7
8 9