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
451
$98.1K ﹤0.01%
1,585
+21
452
$96.7K ﹤0.01%
1,479
453
$96.6K ﹤0.01%
26,454
454
$95.5K ﹤0.01%
395
455
$94.9K ﹤0.01%
399
-88
456
$92.1K ﹤0.01%
355
457
$92K ﹤0.01%
8,036
+3,035
458
$91.8K ﹤0.01%
4,324
+500
459
$91.8K ﹤0.01%
2,699
+13
460
$91.1K ﹤0.01%
6,524
461
$91K ﹤0.01%
2,140
462
$89.6K ﹤0.01%
450
463
$87.5K ﹤0.01%
1,670
464
$87K ﹤0.01%
1,122
+230
465
$86.7K ﹤0.01%
395
466
$86.6K ﹤0.01%
7,300
467
$86.5K ﹤0.01%
1,382
468
$86.5K ﹤0.01%
1,602
+30
469
$85.7K ﹤0.01%
379
-58
470
$84.9K ﹤0.01%
611
471
$84.8K ﹤0.01%
377
-2
472
$84.6K ﹤0.01%
816
+10
473
$84.5K ﹤0.01%
450
474
$84.5K ﹤0.01%
1,080
475
$84.3K ﹤0.01%
838
17 18
19
20 21