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
351
$215K 0.01%
1,327
+10
352
$214K 0.01%
2,250
353
$214K 0.01%
+5,508
354
$208K 0.01%
5,528
+21
355
$208K 0.01%
3,194
-585
356
$208K 0.01%
11,764
357
$207K 0.01%
2,081
-275
358
$204K 0.01%
4,795
-827
359
$203K 0.01%
494
+44
360
$203K 0.01%
3,625
+9
361
$202K 0.01%
5,536
-1,497
362
$199K 0.01%
3,231
-55
363
$198K 0.01%
12,747
-1,460
364
$195K 0.01%
868
-195
365
$192K 0.01%
1,575
366
$191K 0.01%
1,673
-53
367
$191K 0.01%
1,611
-428
368
$186K 0.01%
969
369
$186K 0.01%
+2,728
370
$183K 0.01%
1,870
371
$180K 0.01%
2,157
-104
372
$177K 0.01%
5,141
+4,462
373
$176K 0.01%
1,564
374
$174K 0.01%
1,311
-118
375
$174K 0.01%
3,408
13 14
15
16 17