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
26
$15.6M 0.78%
29,365
+930
27
$15.4M 0.77%
293,598
+5,028
28
$15.2M 0.76%
43,238
+32
29
$14.2M 0.7%
21,457
-446
30
$13.5M 0.67%
160,071
+2,399
31
$13.3M 0.66%
22,262
-1,306
32
$13.2M 0.65%
66,655
+99
33
$13.1M 0.65%
58,697
-1,040
34
$13M 0.65%
99,152
-1,543
35
$12.5M 0.62%
35,273
+308
36
$12M 0.6%
46,146
-1,486
37
$11.5M 0.57%
14,171
-73
38
$11.3M 0.56%
125,589
-7,292
39
$11.3M 0.56%
66,385
+9,460
40
$10.8M 0.54%
28,096
+72
41
$10.6M 0.53%
105,717
+391
42
$10.5M 0.52%
48,641
+46
43
$10.4M 0.52%
55,377
+167
44
$10.2M 0.51%
38,866
-1,691
45
$10.2M 0.51%
113,123
+238
46
$9.99M 0.5%
164,467
+8,136
47
$9.83M 0.49%
142,923
+981
48
$9.66M 0.48%
191,116
-1,410
49
$9.65M 0.48%
42,793
-15
50
$9.53M 0.47%
101,587
+2,521
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