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
376
$207K 0.01%
101
+1
377
$207K 0.01%
2,800
-457
378
$206K 0.01%
1,144
-75
379
$204K 0.01%
624
380
$198K 0.01%
4,673
-126
381
$197K 0.01%
3,954
+743
382
$195K 0.01%
15,000
383
$191K 0.01%
1,067
384
$190K 0.01%
2,192
+12
385
$190K 0.01%
5,533
+15
386
$188K 0.01%
950
387
$186K 0.01%
7,584
-1,504
388
$184K 0.01%
4,845
-1,772
389
$184K 0.01%
2,228
-500
390
$181K 0.01%
753
391
$181K 0.01%
2,155
-390
392
$178K 0.01%
2,752
-9,831
393
$176K 0.01%
1,534
394
$175K 0.01%
7,680
+69
395
$173K 0.01%
705
+135
396
$173K 0.01%
425
-14
397
$173K 0.01%
859
398
$172K 0.01%
1,210
-150
399
$169K 0.01%
341
-18
400
$168K 0.01%
611
14 15
16
17 18