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
$2.43B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.87M
3
+$3.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.21M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.89M

Top Sells

1
+$2.84M
2
+$1.45M
3
+$1.22M
4
ABT icon
Abbott
ABT
+$1.12M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$914K

Sector Composition

1 Technology 18.34%
2 Financials 9.46%
3 Healthcare 7.44%
4 Consumer Discretionary 6.18%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$338K 0.01%
1,444
-5
327
$333K 0.01%
6,090
+295
328
$322K 0.01%
12,500
+318
329
$318K 0.01%
4,473
-67
330
$318K 0.01%
+9,856
331
$315K 0.01%
1,370
-5
332
$308K 0.01%
6,167
+1
333
$308K 0.01%
645
+66
334
$295K 0.01%
3,340
-21
335
$292K 0.01%
1,791
-13
336
$290K 0.01%
13,080
-5,388
337
$287K 0.01%
533
+10
338
$285K 0.01%
2,043
-16
339
$285K 0.01%
2,520
-25
340
$275K 0.01%
1,362
-29
341
$275K 0.01%
5,987
-1,140
342
$269K 0.01%
2,585
-86
343
$269K 0.01%
10,483
+4,642
344
$268K 0.01%
1,959
-1,045
345
$264K 0.01%
1,037
+147
346
$264K 0.01%
2,671
-540
347
$262K 0.01%
14,877
-5,432
348
$261K 0.01%
20,500
349
$260K 0.01%
5,493
350
$258K 0.01%
3,630
12 13
14
15 16