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
501
$80.3K ﹤0.01%
360
502
$80K ﹤0.01%
650
503
$79.3K ﹤0.01%
1,688
504
$79.3K ﹤0.01%
+2,564
505
$78.6K ﹤0.01%
586
-33
506
$78.5K ﹤0.01%
1,376
507
$78.3K ﹤0.01%
1,588
-353
508
$76.2K ﹤0.01%
772
509
$76.2K ﹤0.01%
700
510
$75.5K ﹤0.01%
908
511
$75.1K ﹤0.01%
708
-88
512
$75.1K ﹤0.01%
525
+100
513
$75K ﹤0.01%
920
-180
514
$74.9K ﹤0.01%
3,579
+99
515
$74.1K ﹤0.01%
8,500
516
$74K ﹤0.01%
2,230
517
$73.7K ﹤0.01%
423
-31
518
$73.6K ﹤0.01%
3,218
+611
519
$72.5K ﹤0.01%
505
-73
520
$72K ﹤0.01%
1,500
521
$71.4K ﹤0.01%
4,450
+1,600
522
$71.3K ﹤0.01%
1,367
523
$71.1K ﹤0.01%
258
-191
524
$70.6K ﹤0.01%
3,125
525
$70.1K ﹤0.01%
1,492
19 20
21
22 23