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
401
$167K 0.01%
1,575
402
$166K 0.01%
3,948
-62
403
$164K 0.01%
1,611
404
$162K 0.01%
2,655
-126
405
$162K 0.01%
6,901
+201
406
$156K 0.01%
1,495
-33
407
$156K 0.01%
1,485
-240
408
$154K 0.01%
2,470
409
$153K 0.01%
1,478
-3
410
$153K 0.01%
727
-43
411
$149K 0.01%
+775
412
$149K 0.01%
5,100
413
$149K 0.01%
11,567
414
$146K 0.01%
1,885
-34
415
$146K 0.01%
6,108
+429
416
$146K 0.01%
2,158
417
$146K 0.01%
1,660
418
$145K 0.01%
3,730
419
$141K 0.01%
1,256
420
$138K 0.01%
400
421
$136K 0.01%
6,400
422
$135K 0.01%
2,650
423
$135K 0.01%
1,139
+35
424
$135K 0.01%
1,473
+100
425
$132K 0.01%
1,500
-440
15 16
17
18 19