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
401
$62K 0.01%
562
+474
402
$61K 0.01%
709
-734
403
$61K 0.01%
1,500
404
$61K 0.01%
1,127
405
$61K 0.01%
1,680
406
$60K 0.01%
500
407
$60K 0.01%
4,478
408
$60K 0.01%
212
-31
409
$60K 0.01%
1,238
410
$59K 0.01%
5,000
-1,400
411
$59K 0.01%
801
412
$58K 0.01%
471
+171
413
$58K 0.01%
2,050
-17,515
414
$57K 0.01%
4,000
-1,200
415
$56K 0.01%
828
+28
416
$56K 0.01%
4,760
+3,993
417
$56K 0.01%
340
418
$56K 0.01%
400
419
$55K 0.01%
1,660
420
$55K 0.01%
363
+63
421
$55K 0.01%
2,550
422
$55K 0.01%
367
-163
423
$54K ﹤0.01%
765
424
$54K ﹤0.01%
870
425
$54K ﹤0.01%
409
15 16
17
18 19