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
201
$881K 0.05%
7,279
-80
202
$867K 0.05%
3,551
-108
203
$866K 0.05%
6,138
-56
204
$865K 0.05%
9,436
-172
205
$856K 0.05%
3,959
+11
206
$849K 0.05%
32,190
-4,550
207
$841K 0.05%
14,877
-1,437
208
$829K 0.05%
15,350
+210
209
$823K 0.05%
25,900
-10,893
210
$781K 0.05%
5,935
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211
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29,636
+29,180
212
$753K 0.05%
4,738
+1,385
213
$746K 0.05%
1,732
+75
214
$733K 0.04%
11,478
-982
215
$723K 0.04%
17,246
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216
$721K 0.04%
17,006
-6,945
217
$713K 0.04%
8,755
218
$690K 0.04%
22,806
219
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220
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4,500
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221
$661K 0.04%
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222
$652K 0.04%
3,864
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223
$644K 0.04%
19,152
-5,664
224
$639K 0.04%
14,032
-656
225
$639K 0.04%
5,010
+101
7 8
9
10 11