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
376
$174K 0.01%
3,335
-394
377
$171K 0.01%
624
378
$170K 0.01%
2,297
379
$169K 0.01%
1,235
380
$169K 0.01%
1,030
381
$166K 0.01%
1,533
382
$163K 0.01%
1,725
383
$163K 0.01%
2,116
+1,726
384
$162K 0.01%
2,409
+645
385
$162K 0.01%
103
386
$162K 0.01%
15,000
387
$161K 0.01%
5,500
+2
388
$160K 0.01%
12,067
389
$158K 0.01%
2,440
+255
390
$157K 0.01%
340
+8
391
$157K 0.01%
1,339
+110
392
$154K 0.01%
1,940
393
$153K 0.01%
7,398
394
$152K 0.01%
13,594
395
$152K 0.01%
1,534
396
$150K 0.01%
8,064
+168
397
$149K 0.01%
476
398
$148K 0.01%
1,723
-195
399
$147K 0.01%
770
400
$147K 0.01%
1,176
14 15
16
17 18