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
526
$69.6K ﹤0.01%
3,498
527
$69.4K ﹤0.01%
1,857
-623
528
$68.2K ﹤0.01%
3,412
-685
529
$67.6K ﹤0.01%
2,596
+1,716
530
$67.6K ﹤0.01%
773
531
$67.5K ﹤0.01%
1,609
532
$67.1K ﹤0.01%
1,721
533
$66.8K ﹤0.01%
3,375
534
$66K ﹤0.01%
1,810
535
$65.8K ﹤0.01%
595
+85
536
$65.7K ﹤0.01%
63
-3
537
$65.2K ﹤0.01%
1,500
538
$64.9K ﹤0.01%
288
-37
539
$64.4K ﹤0.01%
13,593
-1
540
$64.1K ﹤0.01%
838
-111
541
$63.4K ﹤0.01%
1,346
542
$62.6K ﹤0.01%
824
543
$62.5K ﹤0.01%
136
-44
544
$61.9K ﹤0.01%
737
545
$61.6K ﹤0.01%
675
546
$61.3K ﹤0.01%
386
-13
547
$61.2K ﹤0.01%
280
548
$60.6K ﹤0.01%
1,286
549
$60.6K ﹤0.01%
4,122
+1,380
550
$60.6K ﹤0.01%
2,084
+6
20 21
22
23 24