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
276
$491K 0.02%
2,901
-1,188
277
$487K 0.02%
2,231
+6
278
$481K 0.02%
5,921
-65
279
$481K 0.02%
4,097
+59
280
$464K 0.02%
1,786
+52
281
$462K 0.02%
5,975
282
$457K 0.02%
5,901
-112
283
$457K 0.02%
9,616
284
$446K 0.02%
2,157
285
$429K 0.02%
2,299
+86
286
$417K 0.02%
20,266
+767
287
$409K 0.02%
3,888
-775
288
$402K 0.02%
4,033
289
$400K 0.02%
7,688
+45
290
$400K 0.02%
2,424
291
$399K 0.02%
3,870
+449
292
$394K 0.02%
6,473
293
$389K 0.02%
4,876
-385
294
$380K 0.02%
3,239
-670
295
$375K 0.02%
25,653
+306
296
$372K 0.02%
3,164
+278
297
$368K 0.02%
4,948
298
$366K 0.02%
2,105
+7
299
$356K 0.02%
4,565
-310
300
$354K 0.02%
6,550
10 11
12
13 14