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
526
$26K ﹤0.01%
2,080
527
$26K ﹤0.01%
61
+13
528
$26K ﹤0.01%
+788
529
$26K ﹤0.01%
1,783
530
$26K ﹤0.01%
481
531
$26K ﹤0.01%
200
532
$26K ﹤0.01%
435
+60
533
$25K ﹤0.01%
+284
534
$25K ﹤0.01%
590
535
$25K ﹤0.01%
2,400
536
$25K ﹤0.01%
400
537
$25K ﹤0.01%
2,528
+400
538
$25K ﹤0.01%
537
539
$25K ﹤0.01%
20
540
$24K ﹤0.01%
374
541
$24K ﹤0.01%
425
-65
542
$24K ﹤0.01%
594
+145
543
$24K ﹤0.01%
+2,375
544
$24K ﹤0.01%
250
545
$24K ﹤0.01%
200
546
$24K ﹤0.01%
313
547
$23K ﹤0.01%
975
-285
548
$23K ﹤0.01%
3,000
549
$23K ﹤0.01%
331
-231
550
$23K ﹤0.01%
270
+30
20 21
22
23 24