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
476
$84.1K ﹤0.01%
945
477
$83.5K ﹤0.01%
905
-50
478
$82.3K ﹤0.01%
2,150
479
$80.6K ﹤0.01%
198
+181
480
$78.8K ﹤0.01%
2,907
+675
481
$78.7K ﹤0.01%
4,367
482
$78.3K ﹤0.01%
802
483
$78.2K ﹤0.01%
2,521
484
$76.6K ﹤0.01%
3,442
+40
485
$76.1K ﹤0.01%
3,375
486
$75.4K ﹤0.01%
2,794
-195
487
$74.9K ﹤0.01%
1,500
488
$74.7K ﹤0.01%
1,500
489
$74.7K ﹤0.01%
145
490
$73.9K ﹤0.01%
1,005
-376
491
$73.8K ﹤0.01%
1,470
492
$73.2K ﹤0.01%
957
493
$73K ﹤0.01%
960
494
$72.9K ﹤0.01%
521
495
$72.8K ﹤0.01%
1,965
496
$72.8K ﹤0.01%
636
-47
497
$71.7K ﹤0.01%
7,206
+150
498
$70.7K ﹤0.01%
2,550
499
$69.1K ﹤0.01%
505
+1
500
$68.4K ﹤0.01%
1,134
-231
18 19
20
21 22