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
301
$352K 0.02%
5,886
302
$352K 0.02%
6,125
-100
303
$348K 0.02%
4,375
304
$343K 0.02%
283
305
$339K 0.02%
2,519
-4
306
$337K 0.02%
12,777
307
$334K 0.02%
2,344
-107
308
$331K 0.02%
17,910
+144
309
$330K 0.02%
1,934
+66
310
$320K 0.02%
5,585
311
$319K 0.02%
586
-20
312
$318K 0.02%
2,410
-3,088
313
$315K 0.02%
7,832
-94
314
$313K 0.02%
12,600
315
$310K 0.02%
1,227
-41
316
$305K 0.02%
1,217
+1
317
$305K 0.02%
5,190
+1,617
318
$303K 0.02%
1,186
319
$298K 0.01%
477
-34
320
$297K 0.01%
8,504
-4,484
321
$295K 0.01%
3,472
-136
322
$284K 0.01%
3,508
-221
323
$284K 0.01%
4,616
+1,827
324
$281K 0.01%
2,153
-122
325
$280K 0.01%
3,408
11 12
13
14 15