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
451
$108K ﹤0.01%
2,542
452
$105K ﹤0.01%
1,335
453
$102K ﹤0.01%
450
454
$102K ﹤0.01%
2,019
-305
455
$101K ﹤0.01%
2,979
-35
456
$101K ﹤0.01%
4,454
457
$99.9K ﹤0.01%
830
458
$98.9K ﹤0.01%
17,626
459
$98.8K ﹤0.01%
521
-46
460
$97.9K ﹤0.01%
648
-359
461
$97.8K ﹤0.01%
1,500
462
$97.5K ﹤0.01%
2,150
463
$97.4K ﹤0.01%
1,038
-76
464
$97.3K ﹤0.01%
534
-65
465
$97.1K ﹤0.01%
1,453
-158
466
$96.7K ﹤0.01%
960
467
$96.6K ﹤0.01%
1,300
-133
468
$96.6K ﹤0.01%
2,920
+7
469
$95.8K ﹤0.01%
1,580
470
$95K ﹤0.01%
26,454
471
$94.3K ﹤0.01%
7,300
472
$92.3K ﹤0.01%
840
473
$92.2K ﹤0.01%
448
474
$92K ﹤0.01%
+10,021
475
$91.9K ﹤0.01%
230
-20
17 18
19
20 21