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
26
$8.79M 0.8%
163,497
-9,009
27
$8.78M 0.79%
73,076
-2,686
28
$8.69M 0.79%
19,741
-1,097
29
$8.47M 0.77%
46,327
+9,820
30
$8.33M 0.75%
219,978
+15,747
31
$8.1M 0.73%
139,460
-680
32
$7.78M 0.7%
130,986
-1,173
33
$7.68M 0.69%
40,313
-921
34
$7.59M 0.69%
136,185
-5,544
35
$7.54M 0.68%
127,178
+3,083
36
$7.53M 0.68%
34,581
+538
37
$7.48M 0.68%
124,380
+2,032
38
$7.3M 0.66%
66,324
-4,527
39
$6.79M 0.61%
23,932
+1,199
40
$6.78M 0.61%
53,365
-1,063
41
$6.47M 0.59%
44,972
-405
42
$6.36M 0.58%
39,441
-312
43
$6.06M 0.55%
42,799
-872
44
$6.04M 0.55%
37,008
+2,215
45
$5.67M 0.51%
66,239
+5,026
46
$5.64M 0.51%
35,411
-196
47
$5.43M 0.49%
32,636
+1,015
48
$5.43M 0.49%
343,702
-15,516
49
$5.35M 0.48%
55,877
+7,089
50
$5.24M 0.47%
107,399
+1,852
1
2
3 4 5