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
301
$148K 0.01%
7,095
+5,000
302
$146K 0.01%
688
+566
303
$145K 0.01%
3,190
-145
304
$145K 0.01%
1,631
+802
305
$139K 0.01%
2,774
306
$136K 0.01%
2,690
+33
307
$136K 0.01%
978
+13
308
$135K 0.01%
2,238
309
$131K 0.01%
3,765
+1,200
310
$129K 0.01%
96
-476
311
$128K 0.01%
7,530
+3,680
312
$125K 0.01%
1,750
-175
313
$124K 0.01%
8,692
314
$121K 0.01%
4,486
-376
315
$121K 0.01%
2,450
-250
316
$120K 0.01%
1,293
+27
317
$119K 0.01%
1,520
-175
318
$119K 0.01%
3,951
319
$119K 0.01%
1,878
+52
320
$119K 0.01%
1,676
-558
321
$119K 0.01%
1,413
322
$117K 0.01%
7,900
-500
323
$116K 0.01%
+2,218
324
$116K 0.01%
4,653
325
$115K 0.01%
727
+88
11 12
13
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