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
476
$38K ﹤0.01%
+626
477
$37K ﹤0.01%
4,500
-1,000
478
$37K ﹤0.01%
3,000
479
$37K ﹤0.01%
2,500
-500
480
$37K ﹤0.01%
4,000
-7,700
481
$37K ﹤0.01%
2,750
482
$37K ﹤0.01%
+2,712
483
$36K ﹤0.01%
642
-136
484
$36K ﹤0.01%
2,880
+2,000
485
$36K ﹤0.01%
282
+103
486
$35K ﹤0.01%
1,307
487
$35K ﹤0.01%
+1,325
488
$35K ﹤0.01%
430
489
$35K ﹤0.01%
316
-21
490
$34K ﹤0.01%
132
+5
491
$34K ﹤0.01%
+800
492
$33K ﹤0.01%
325
493
$33K ﹤0.01%
+1,000
494
$33K ﹤0.01%
280
495
$33K ﹤0.01%
824
-243
496
$33K ﹤0.01%
+4,000
497
$32K ﹤0.01%
689
-98
498
$32K ﹤0.01%
150
499
$32K ﹤0.01%
1,000
500
$32K ﹤0.01%
+4,000
18 19
20
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