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
351
$255K 0.01%
3,472
352
$255K 0.01%
4,804
+1,374
353
$254K 0.01%
2,845
-55
354
$252K 0.01%
11,391
-716
355
$249K 0.01%
3,689
-215
356
$248K 0.01%
2,300
357
$247K 0.01%
443
358
$246K 0.01%
1,994
359
$246K 0.01%
1,014
-253
360
$246K 0.01%
3,051
-410
361
$245K 0.01%
700
-545
362
$236K 0.01%
4,392
363
$232K 0.01%
12,600
364
$224K 0.01%
4,828
+18
365
$224K 0.01%
2,100
-150
366
$224K 0.01%
4,428
+845
367
$222K 0.01%
439
+294
368
$219K 0.01%
948
369
$218K 0.01%
893
370
$216K 0.01%
1,538
371
$215K 0.01%
1,949
372
$211K 0.01%
3,720
-361
373
$210K 0.01%
3,091
-168
374
$209K 0.01%
336
-151
375
$209K 0.01%
5,536
13 14
15
16 17