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
501
$68K ﹤0.01%
201
502
$68K ﹤0.01%
1,688
503
$67.7K ﹤0.01%
173
-95
504
$67.5K ﹤0.01%
448
+44
505
$67K ﹤0.01%
368
-164
506
$66.3K ﹤0.01%
4,668
-2,500
507
$65.6K ﹤0.01%
551
-45
508
$65.5K ﹤0.01%
650
509
$65.4K ﹤0.01%
3,125
+1,275
510
$65.3K ﹤0.01%
396
+195
511
$65.2K ﹤0.01%
+8,443
512
$65K ﹤0.01%
3,244
+2,192
513
$64.9K ﹤0.01%
136
514
$64.7K ﹤0.01%
1,026
-9,801
515
$64.6K ﹤0.01%
1,000
516
$64.6K ﹤0.01%
923
+775
517
$64.1K ﹤0.01%
800
518
$63.7K ﹤0.01%
700
+240
519
$63.3K ﹤0.01%
334
+34
520
$63.2K ﹤0.01%
534
521
$63.2K ﹤0.01%
1,609
522
$62.7K ﹤0.01%
824
523
$62K ﹤0.01%
1,810
524
$61.7K ﹤0.01%
2,800
525
$60.7K ﹤0.01%
220
19 20
21
22 23