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
1
$34.4M 5.12%
152,144
-1,977
2
$31.7M 4.72%
188,929
+250
3
$12.3M 1.83%
128,122
-922
4
$10.8M 1.6%
160,020
+8,881
5
$10.2M 1.52%
204,528
+192,376
6
$10.1M 1.5%
116,653
-3,406
7
$10.1M 1.5%
303,273
-11,361
8
$9.98M 1.48%
125,569
-1,579
9
$9.76M 1.45%
209,004
+5,188
10
$9.69M 1.44%
174,281
-417
11
$9.48M 1.41%
78,025
-719
12
$9.15M 1.36%
121,080
-2,193
13
$8.49M 1.26%
498,764
+7,000
14
$8.38M 1.25%
196,235
+42,633
15
$8.32M 1.24%
96,759
-1,810
16
$8.2M 1.22%
46,339
-6,117
17
$8.04M 1.2%
323,730
+14,050
18
$7.87M 1.17%
46,597
+1,048
19
$7.72M 1.15%
67,399
+5,376
20
$7.69M 1.14%
165,057
-3,168
21
$7.5M 1.12%
327,278
-7,722
22
$6.87M 1.02%
54,058
-1,815
23
$6.64M 0.99%
87,546
-2,802
24
$6.54M 0.97%
141,351
+1,532
25
$6.39M 0.95%
64,040
-2,440