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
426
$54K ﹤0.01%
+2,000
427
$54K ﹤0.01%
945
428
$53K ﹤0.01%
750
429
$53K ﹤0.01%
+1,574
430
$53K ﹤0.01%
389
+349
431
$52K ﹤0.01%
4,500
432
$52K ﹤0.01%
3,675
-705
433
$51K ﹤0.01%
4,505
434
$50K ﹤0.01%
800
+400
435
$50K ﹤0.01%
446
436
$50K ﹤0.01%
1,726
-98
437
$50K ﹤0.01%
416
+11
438
$50K ﹤0.01%
699
+97
439
$49K ﹤0.01%
328
-22
440
$49K ﹤0.01%
79
+2
441
$49K ﹤0.01%
318
+18
442
$49K ﹤0.01%
966
-122
443
$48K ﹤0.01%
2,038
+65
444
$48K ﹤0.01%
6,600
445
$48K ﹤0.01%
4,764
-3,852
446
$47K ﹤0.01%
1,602
-350
447
$47K ﹤0.01%
1,311
+135
448
$46K ﹤0.01%
1,000
449
$46K ﹤0.01%
6,610
-3,085
450
$46K ﹤0.01%
2,102
16 17
18
19 20