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
$2.01B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.13M
3
+$2.88M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.62M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.18M

Top Sells

1
+$2.4M
2
+$2.34M
3
+$1.74M
4
KO icon
Coca-Cola
KO
+$1.69M
5
C icon
Citigroup
C
+$1.67M

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
551
$53.1K ﹤0.01%
2,455
-150
552
$53K ﹤0.01%
2,054
+1,018
553
$52.3K ﹤0.01%
1,267
+2
554
$52.1K ﹤0.01%
2,772
555
$52.1K ﹤0.01%
1,465
556
$51.7K ﹤0.01%
469
557
$51.6K ﹤0.01%
2,607
+708
558
$51.5K ﹤0.01%
250
559
$51.3K ﹤0.01%
269
+1
560
$51.1K ﹤0.01%
1,143
+288
561
$50.2K ﹤0.01%
325
562
$49.8K ﹤0.01%
834
+1
563
$49.4K ﹤0.01%
207
-43
564
$49.2K ﹤0.01%
1,440
565
$49.2K ﹤0.01%
3,100
566
$49.2K ﹤0.01%
1,163
+2
567
$49.1K ﹤0.01%
920
568
$48.8K ﹤0.01%
309
569
$47.9K ﹤0.01%
495
570
$47.7K ﹤0.01%
1,650
+30
571
$47.6K ﹤0.01%
4,381
572
$47.6K ﹤0.01%
5,000
573
$47.2K ﹤0.01%
103
-52
574
$47.1K ﹤0.01%
944
+9
575
$47.1K ﹤0.01%
+1,494
21 22
23
24 25