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
201
$358K 0.06%
+7,850
202
$357K 0.06%
+8,365
203
$349K 0.05%
+8,000
204
$346K 0.05%
+9,495
205
$336K 0.05%
+10,157
206
$319K 0.05%
+9,409
207
$316K 0.05%
+13,095
208
$312K 0.05%
+9,418
209
$310K 0.05%
+5,200
210
$304K 0.05%
+5,250
211
$299K 0.05%
+11,200
212
$296K 0.05%
+3,050
213
$294K 0.05%
+4,812
214
$292K 0.05%
+3,448
215
$292K 0.05%
+4,760
216
$286K 0.04%
+7,280
217
$281K 0.04%
+13,928
218
$280K 0.04%
+3,575
219
$269K 0.04%
+10,187
220
$258K 0.04%
+7,781
221
$254K 0.04%
+32,907
222
$253K 0.04%
+7,325
223
$251K 0.04%
+14,585
224
$240K 0.04%
+6,744
225
$237K 0.04%
+2,300
7 8
9
10 11