SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$5.38M
2
+$3M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.57M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.94M

Top Sells

1
+$2.34M
2
+$2.2M
3
+$1.64M
4
KO icon
Coca-Cola
KO
+$1.63M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

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
526
$60.7K ﹤0.01%
2,192
527
$59.4K ﹤0.01%
230
528
$59.3K ﹤0.01%
317
529
$59.2K ﹤0.01%
1,286
530
$58.5K ﹤0.01%
2,688
+2,663
531
$57.6K ﹤0.01%
420
+3
532
$57.4K ﹤0.01%
4,711
-768
533
$57.3K ﹤0.01%
734
+150
534
$56.9K ﹤0.01%
861
+493
535
$56.8K ﹤0.01%
750
+100
536
$56.8K ﹤0.01%
627
+31
537
$56.2K ﹤0.01%
+744
538
$56.2K ﹤0.01%
510
539
$56.1K ﹤0.01%
+592
540
$56.1K ﹤0.01%
1,562
541
$56K ﹤0.01%
3,784
542
$55.9K ﹤0.01%
773
+380
543
$55.8K ﹤0.01%
735
544
$55.8K ﹤0.01%
64
-176
545
$55K ﹤0.01%
2,214
546
$54.6K ﹤0.01%
376
-158
547
$54.3K ﹤0.01%
1,904
+31
548
$54.1K ﹤0.01%
1,500
549
$53.9K ﹤0.01%
5,000
550
$53.8K ﹤0.01%
6,251
-1,000
20 21
22
23 24