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
476
$91.6K ﹤0.01%
945
477
$90.3K ﹤0.01%
1,524
478
$89K ﹤0.01%
3,656
+53
479
$88.9K ﹤0.01%
1,870
480
$88.6K ﹤0.01%
732
-261
481
$88.3K ﹤0.01%
918
-345
482
$88.2K ﹤0.01%
750
483
$88K ﹤0.01%
2,794
484
$88K ﹤0.01%
817
485
$87.6K ﹤0.01%
360
-10
486
$87.1K ﹤0.01%
335
-23
487
$86.6K ﹤0.01%
333
+1
488
$85.5K ﹤0.01%
640
+1
489
$85.2K ﹤0.01%
1,104
-92
490
$85.1K ﹤0.01%
369
491
$84.9K ﹤0.01%
4,296
492
$84.5K ﹤0.01%
905
493
$83.2K ﹤0.01%
487
+3
494
$82.9K ﹤0.01%
1,150
+225
495
$82.4K ﹤0.01%
174
-36
496
$82.2K ﹤0.01%
1,005
497
$81.9K ﹤0.01%
587
-125
498
$80.6K ﹤0.01%
6,558
+34
499
$80.4K ﹤0.01%
975
+74
500
$80.3K ﹤0.01%
1,965
18 19
20
21 22