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
251
$301K 0.03%
21,852
+4,155
252
$294K 0.03%
1,986
-285
253
$290K 0.03%
2,039
-200
254
$287K 0.03%
7,255
+2,048
255
$279K 0.03%
5,894
-108
256
$274K 0.02%
6,027
+2,837
257
$272K 0.02%
1
258
$269K 0.02%
7,153
259
$268K 0.02%
1,226
-50
260
$268K 0.02%
4,676
+3,567
261
$255K 0.02%
18,908
+1,324
262
$253K 0.02%
1,071
+588
263
$250K 0.02%
5,008
+1,279
264
$242K 0.02%
1,829
+150
265
$239K 0.02%
3,047
266
$237K 0.02%
17,500
267
$235K 0.02%
1,697
-162
268
$235K 0.02%
5,583
-550
269
$234K 0.02%
7,762
-200
270
$227K 0.02%
6,035
271
$213K 0.02%
4,256
-400
272
$210K 0.02%
1,271
-38
273
$207K 0.02%
16,000
-2,300
274
$207K 0.02%
2,508
+1,425
275
$203K 0.02%
20,500
9 10
11
12 13