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
326
$115K 0.01%
2,490
327
$114K 0.01%
352
328
$114K 0.01%
+1,483
329
$111K 0.01%
1,358
330
$110K 0.01%
7,300
331
$109K 0.01%
7,810
+2,021
332
$108K 0.01%
1,902
-1,745
333
$107K 0.01%
865
334
$107K 0.01%
5,672
-1,782
335
$106K 0.01%
596
-249
336
$105K 0.01%
1,250
337
$105K 0.01%
1,440
338
$103K 0.01%
1,255
+1,070
339
$102K 0.01%
2,660
340
$100K 0.01%
7,768
-12,964
341
$98K 0.01%
876
-123
342
$98K 0.01%
1,492
343
$98K 0.01%
142
+2
344
$98K 0.01%
1,758
345
$98K 0.01%
775
-55
346
$96K 0.01%
6,500
-500
347
$95K 0.01%
3,621
+496
348
$95K 0.01%
258
+225
349
$95K 0.01%
6,270
350
$93K 0.01%
1,069
-66
12 13
14
15 16