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
251
$713K 0.04%
6,134
-115
252
$711K 0.04%
6,327
-3,039
253
$711K 0.04%
6,370
+160
254
$694K 0.03%
1,426
+79
255
$693K 0.03%
23,806
+15,716
256
$688K 0.03%
4,444
-410
257
$656K 0.03%
2,692
-5
258
$653K 0.03%
+35,382
259
$651K 0.03%
9,257
-1,575
260
$644K 0.03%
16,648
-1,306
261
$635K 0.03%
5,235
+1,040
262
$629K 0.03%
6,460
-47
263
$629K 0.03%
20,346
+167
264
$593K 0.03%
1,268
-22
265
$592K 0.03%
1,158
-25
266
$577K 0.03%
2,908
267
$570K 0.03%
7,590
-101
268
$558K 0.03%
2,995
269
$551K 0.03%
5,682
-365
270
$550K 0.03%
3,676
-266
271
$541K 0.03%
3,110
-145
272
$514K 0.03%
1,888
-508
273
$513K 0.03%
9,526
+15
274
$512K 0.03%
5,027
-157
275
$498K 0.02%
32,055
-1,042
9 10
11
12 13