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
426
$131K 0.01%
937
427
$130K 0.01%
1,017
+1
428
$127K 0.01%
3,115
429
$126K 0.01%
936
430
$125K 0.01%
450
431
$125K 0.01%
830
-10
432
$124K 0.01%
773
433
$123K 0.01%
1,629
434
$121K 0.01%
1,612
435
$121K 0.01%
768
436
$121K 0.01%
2,022
437
$121K 0.01%
1,118
438
$119K ﹤0.01%
1,483
439
$119K ﹤0.01%
1,680
440
$118K ﹤0.01%
409
441
$117K ﹤0.01%
698
442
$115K ﹤0.01%
7,825
-2,605
443
$115K ﹤0.01%
244
444
$113K ﹤0.01%
1,092
+1
445
$113K ﹤0.01%
421
-22
446
$112K ﹤0.01%
684
+555
447
$110K ﹤0.01%
1,668
-73
448
$109K ﹤0.01%
917
-14
449
$109K ﹤0.01%
1,600
-112
450
$108K ﹤0.01%
727
+6
16 17
18
19 20