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
$1.1B
AUM Growth
-$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.08M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.37M

Top Sells

1
+$1.12M
2
+$849K
3
+$742K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$709K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$681K

Sector Composition

1 Technology 13.8%
2 Healthcare 10.99%
3 Financials 9.49%
4 Consumer Discretionary 6.89%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$442K 0.04%
18,315
+18,040
227
$442K 0.04%
1,419
+725
228
$429K 0.04%
24,960
+3,541
229
$426K 0.04%
5,718
+3,718
230
$416K 0.04%
7,678
-571
231
$412K 0.04%
19,780
-3,817
232
$409K 0.04%
16,050
+95
233
$402K 0.04%
18,453
-1,301
234
$402K 0.04%
34,738
+14,577
235
$398K 0.04%
11,660
-7,409
236
$396K 0.04%
23,625
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237
$393K 0.04%
4,414
-279
238
$392K 0.04%
4,452
-382
239
$389K 0.04%
5,291
-140
240
$379K 0.03%
8,293
-1,845
241
$369K 0.03%
10,230
-2,235
242
$368K 0.03%
3,824
243
$360K 0.03%
14,611
244
$359K 0.03%
45,657
-38,463
245
$355K 0.03%
4,450
-927
246
$354K 0.03%
13,216
-1,065
247
$331K 0.03%
6,270
-1,337
248
$323K 0.03%
1,069
-135
249
$316K 0.03%
6,587
-273
250
$301K 0.03%
3,172
+1,011
8 9
10
11 12