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
401
$147K 0.01%
2,617
+11
402
$146K 0.01%
2,022
-65
403
$145K 0.01%
400
404
$143K 0.01%
1,119
+3
405
$143K 0.01%
948
406
$141K 0.01%
1,962
-277
407
$139K 0.01%
947
-107
408
$137K 0.01%
2,781
409
$137K 0.01%
975
410
$135K 0.01%
2,214
+7
411
$134K 0.01%
4,454
412
$130K 0.01%
1,800
413
$126K 0.01%
1,660
414
$124K 0.01%
5,700
-1,000
415
$123K 0.01%
3,424
-194
416
$121K 0.01%
893
417
$121K 0.01%
1,629
+150
418
$119K 0.01%
1,573
-815
419
$119K 0.01%
440
420
$117K 0.01%
1,150
-30
421
$117K 0.01%
648
+85
422
$117K 0.01%
5,059
-279
423
$116K 0.01%
840
424
$115K 0.01%
1,483
425
$114K 0.01%
2,250
15 16
17
18 19