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
351
$92K 0.01%
+3,240
352
$91K 0.01%
4,500
353
$90K 0.01%
625
-2,191
354
$89K 0.01%
1,938
+634
355
$87K 0.01%
968
+18
356
$87K 0.01%
411
+402
357
$86K 0.01%
1,800
358
$85K 0.01%
3,620
-300
359
$85K 0.01%
1,429
+29
360
$85K 0.01%
2,700
-500
361
$85K 0.01%
6,530
362
$84K 0.01%
723
+138
363
$83K 0.01%
947
-50
364
$83K 0.01%
1,500
365
$81K 0.01%
+3,155
366
$81K 0.01%
5,379
367
$81K 0.01%
2,097
-200
368
$81K 0.01%
828
+7
369
$80K 0.01%
3,660
+1,000
370
$78K 0.01%
1,760
371
$77K 0.01%
940
+115
372
$77K 0.01%
638
+538
373
$77K 0.01%
1,108
-486
374
$77K 0.01%
1,850
+500
375
$76K 0.01%
826
-173
13 14
15
16 17