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
376
$75K 0.01%
1,200
+154
377
$75K 0.01%
1,825
-635
378
$75K 0.01%
314
+14
379
$74K 0.01%
1,448
-918
380
$74K 0.01%
1,534
381
$73K 0.01%
2,764
382
$72K 0.01%
1,366
+566
383
$70K 0.01%
2,871
-3,374
384
$70K 0.01%
1,878
+312
385
$70K 0.01%
808
386
$70K 0.01%
918
387
$69K 0.01%
5,001
-1,100
388
$69K 0.01%
454
-13
389
$68K 0.01%
2,700
+500
390
$67K 0.01%
671
+351
391
$66K 0.01%
850
392
$65K 0.01%
+880
393
$65K 0.01%
2,375
-425
394
$64K 0.01%
5,000
395
$64K 0.01%
2,400
+1,400
396
$63K 0.01%
5,000
397
$63K 0.01%
347
-18
398
$63K 0.01%
2,677
+1,012
399
$63K 0.01%
5,831
400
$62K 0.01%
1,751
14 15
16
17 18