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
551
$23K ﹤0.01%
2,320
-170
552
$23K ﹤0.01%
950
553
$23K ﹤0.01%
300
554
$23K ﹤0.01%
4,465
555
$22K ﹤0.01%
238
556
$22K ﹤0.01%
310
557
$22K ﹤0.01%
460
558
$22K ﹤0.01%
+1,215
559
$22K ﹤0.01%
1,566
+650
560
$22K ﹤0.01%
45
561
$22K ﹤0.01%
590
562
$22K ﹤0.01%
378
563
$22K ﹤0.01%
2,400
+80
564
$22K ﹤0.01%
400
-560
565
$22K ﹤0.01%
338
-222
566
$21K ﹤0.01%
+1,000
567
$21K ﹤0.01%
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568
$21K ﹤0.01%
81
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569
$21K ﹤0.01%
400
-3,130
570
$21K ﹤0.01%
403
+147
571
$21K ﹤0.01%
+1,920
572
$20K ﹤0.01%
8,670
573
$20K ﹤0.01%
525
+300
574
$20K ﹤0.01%
+329
575
$20K ﹤0.01%
204
21 22
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