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
1
$92.1M 5.6%
2,004,075
+710
2
$78.6M 4.78%
209,465
-4,909
3
$73.3M 4.46%
552,479
-8,831
4
$56.4M 3.43%
253,621
-4,003
5
$49M 2.98%
130,954
-2,651
6
$47.1M 2.87%
112,274
-322
7
$43M 2.62%
468,310
-3,874
8
$37.6M 2.29%
230,780
+3,180
9
$31.5M 1.92%
506,833
-527
10
$29.9M 1.82%
337,310
-1,697
11
$27.9M 1.7%
153,964
+101
12
$22.9M 1.39%
180,370
+81
13
$22.8M 1.39%
144,906
+1,691
14
$21M 1.28%
106,626
-3,523
15
$19.9M 1.21%
227,000
-1,100
16
$18.9M 1.15%
400,600
-9,461
17
$18.7M 1.13%
52,252
+1,851
18
$18.2M 1.11%
166,550
+1,593
19
$18M 1.09%
215,953
+1,306
20
$17.3M 1.05%
122,552
-2,197
21
$15.8M 0.96%
73,789
-2,995
22
$15.6M 0.95%
57,055
+475
23
$15.5M 0.94%
58,492
-814
24
$14.4M 0.88%
300,642
+14,286
25
$13.4M 0.82%
153,420
-600
1
2 3 4 5