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
276
$203K 0.02%
4,260
+1,260
277
$200K 0.02%
1,344
278
$198K 0.02%
4,423
+4,111
279
$191K 0.02%
5,250
280
$190K 0.02%
5,491
-44
281
$190K 0.02%
2,760
-2,081
282
$188K 0.02%
4,194
+1,594
283
$180K 0.02%
1,000
284
$178K 0.02%
1,200
-600
285
$175K 0.02%
973
-45
286
$175K 0.02%
2,292
+410
287
$174K 0.02%
3,000
-15
288
$171K 0.02%
5,468
289
$164K 0.01%
3,667
+132
290
$164K 0.01%
7,023
-542
291
$162K 0.01%
1,625
-462
292
$160K 0.01%
+2,332
293
$159K 0.01%
2,466
+80
294
$159K 0.01%
14,378
+9,500
295
$155K 0.01%
2,873
296
$154K 0.01%
3,662
+3,322
297
$153K 0.01%
15,714
-1,000
298
$152K 0.01%
1,124
+49
299
$152K 0.01%
1,757
-77
300
$150K 0.01%
654
-39
10 11
12
13 14