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
$672M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$1.82M
3
+$977K
4
HMC icon
Honda
HMC
+$798K
5
ABT icon
Abbott
ABT
+$739K

Top Sells

1
+$3.1M
2
+$2.92M
3
+$2.62M
4
LDOS icon
Leidos
LDOS
+$1.6M
5
NRP icon
Natural Resource Partners
NRP
+$1.19M

Sector Composition

1 Energy 11.64%
2 Healthcare 11.55%
3 Technology 11.47%
4 Industrials 8.57%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$407K 0.06%
7,947
+220
202
$404K 0.06%
4,842
-173
203
$400K 0.06%
9,236
+5,198
204
$394K 0.06%
8,115
-851
205
$381K 0.06%
8,905
-1,863
206
$362K 0.05%
7,200
-2,100
207
$338K 0.05%
8,000
208
$330K 0.05%
8,760
-735
209
$320K 0.05%
5,250
210
$319K 0.05%
6,390
-4,175
211
$318K 0.05%
4,900
-300
212
$315K 0.05%
7,850
213
$310K 0.05%
9,188
-221
214
$304K 0.05%
2,850
-200
215
$302K 0.04%
9,811
-346
216
$299K 0.04%
34,857
+1,950
217
$295K 0.04%
10,187
218
$281K 0.04%
2,843
-605
219
$267K 0.04%
11,200
220
$266K 0.04%
15,769
+2,745
221
$253K 0.04%
+2,469
222
$252K 0.04%
14,585
223
$252K 0.04%
2,880
-695
224
$247K 0.04%
4,156
-656
225
$245K 0.04%
7,025
-300
7 8
9
10 11