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
451
$46K ﹤0.01%
840
452
$45K ﹤0.01%
1,357
-171
453
$45K ﹤0.01%
3,500
-550
454
$44K ﹤0.01%
9,000
+5,500
455
$44K ﹤0.01%
+1,360
456
$44K ﹤0.01%
1,305
+940
457
$44K ﹤0.01%
4,000
+3,000
458
$44K ﹤0.01%
+1,000
459
$44K ﹤0.01%
5,500
+2,000
460
$43K ﹤0.01%
425
-1,355
461
$42K ﹤0.01%
20,000
462
$42K ﹤0.01%
1,260
+55
463
$42K ﹤0.01%
860
464
$42K ﹤0.01%
2,054
465
$41K ﹤0.01%
1,720
+805
466
$41K ﹤0.01%
1,399
+81
467
$41K ﹤0.01%
1,273
+773
468
$41K ﹤0.01%
2,296
469
$41K ﹤0.01%
458
+400
470
$40K ﹤0.01%
+932
471
$40K ﹤0.01%
840
+440
472
$40K ﹤0.01%
330
+83
473
$40K ﹤0.01%
488
+45
474
$39K ﹤0.01%
124
+9
475
$39K ﹤0.01%
2,000
17 18
19
20 21