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
176
$549K 0.09%
+12,152
177
$549K 0.09%
+6,515
178
$543K 0.09%
+23,584
179
$521K 0.08%
+6,568
180
$510K 0.08%
+10,722
181
$506K 0.08%
+3
182
$490K 0.08%
+7,265
183
$487K 0.08%
+6,219
184
$478K 0.07%
+5,608
185
$466K 0.07%
+10,768
186
$464K 0.07%
+9,826
187
$459K 0.07%
+8,140
188
$456K 0.07%
+10,565
189
$446K 0.07%
+4,033
190
$433K 0.07%
+12,377
191
$433K 0.07%
+6,071
192
$417K 0.07%
+13,561
193
$414K 0.06%
+5,015
194
$403K 0.06%
+16,405
195
$396K 0.06%
+8,966
196
$395K 0.06%
+17,926
197
$391K 0.06%
+12,797
198
$385K 0.06%
+8,246
199
$385K 0.06%
+7,727
200
$377K 0.06%
+28,680
6 7
8
9 10