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
426
$114K 0.01%
1,893
427
$113K 0.01%
937
428
$113K 0.01%
1,256
429
$112K 0.01%
1,310
+2
430
$112K 0.01%
918
431
$111K 0.01%
1,305
+130
432
$111K 0.01%
1,222
+125
433
$111K 0.01%
1,002
434
$110K 0.01%
3,730
-1,514
435
$110K 0.01%
499
+28
436
$109K 0.01%
3,100
437
$109K 0.01%
4,490
+22
438
$108K 0.01%
2,690
+42
439
$107K 0.01%
1,680
440
$107K 0.01%
860
441
$107K 0.01%
648
+114
442
$106K 0.01%
1,845
-197
443
$106K 0.01%
477
444
$105K 0.01%
1,721
445
$105K 0.01%
850
446
$104K 0.01%
2,979
+32
447
$103K 0.01%
11,806
-4,989
448
$103K 0.01%
898
449
$99.7K 0.01%
905
450
$99.5K 0.01%
+3,600
16 17
18
19 20