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
$2.01B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.13M
3
+$2.88M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.18M

Top Sells

1
+$2.4M
2
+$2.34M
3
+$1.74M
4
KO icon
Coca-Cola
KO
+$1.69M
5
C icon
Citigroup
C
+$1.67M

Sector Composition

1 Technology 17.38%
2 Financials 9.11%
3 Healthcare 8.33%
4 Consumer Discretionary 6.54%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$908K 0.05%
12,602
227
$904K 0.05%
6,338
228
$901K 0.04%
2,391
+5
229
$899K 0.04%
35,124
+1,584
230
$897K 0.04%
10,150
-957
231
$895K 0.04%
4,498
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232
$885K 0.04%
7,082
+5,437
233
$878K 0.04%
5,567
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234
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+9,473
235
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+37,397
236
$863K 0.04%
51,423
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237
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12,203
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238
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6,921
-391
239
$817K 0.04%
6,136
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240
$816K 0.04%
23,548
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241
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242
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243
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10,766
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244
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245
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246
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16,991
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247
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8,217
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248
$749K 0.04%
6,023
+2
249
$729K 0.04%
14,819
+5,557
250
$729K 0.04%
13,293
+29
8 9
10
11 12