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
501
$32K ﹤0.01%
7,718
502
$32K ﹤0.01%
+102
503
$32K ﹤0.01%
120
504
$32K ﹤0.01%
1,078
-322
505
$32K ﹤0.01%
399
+16
506
$31K ﹤0.01%
2,600
-534
507
$31K ﹤0.01%
300
508
$31K ﹤0.01%
872
509
$31K ﹤0.01%
275
510
$30K ﹤0.01%
596
+27
511
$30K ﹤0.01%
2,387
+1,242
512
$30K ﹤0.01%
1,845
-11,121
513
$29K ﹤0.01%
+500
514
$29K ﹤0.01%
441
+18
515
$29K ﹤0.01%
3,251
516
$29K ﹤0.01%
344
-60
517
$29K ﹤0.01%
500
518
$28K ﹤0.01%
3,948
519
$28K ﹤0.01%
1,505
-10,625
520
$28K ﹤0.01%
865
-500
521
$28K ﹤0.01%
150
+100
522
$27K ﹤0.01%
1,333
523
$27K ﹤0.01%
257
+17
524
$27K ﹤0.01%
298
525
$27K ﹤0.01%
850
19 20
21
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