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
326
$279K 0.01%
2,595
-180
327
$278K 0.01%
1,456
+56
328
$277K 0.01%
11,730
-1,110
329
$274K 0.01%
2,650
330
$273K 0.01%
1,434
-47
331
$273K 0.01%
1,375
-45
332
$271K 0.01%
4,625
333
$270K 0.01%
3,529
+3,259
334
$266K 0.01%
4,292
-107
335
$263K 0.01%
528
-25
336
$263K 0.01%
2,550
-55
337
$260K 0.01%
20,500
338
$258K 0.01%
10,293
+18
339
$256K 0.01%
3,047
340
$255K 0.01%
1,718
+8
341
$249K 0.01%
3,300
-1,815
342
$240K 0.01%
4,931
+254
343
$236K 0.01%
10,851
+1,144
344
$226K 0.01%
5,799
+373
345
$225K 0.01%
8,628
+5
346
$225K 0.01%
8,780
+3,920
347
$223K 0.01%
4,296
348
$222K 0.01%
2,910
349
$220K 0.01%
4,373
-280
350
$216K 0.01%
2,321
-43
12 13
14
15 16