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
551
$59.7K ﹤0.01%
2,992
-30
552
$59.6K ﹤0.01%
916
+3
553
$59.6K ﹤0.01%
1,496
-255
554
$59.5K ﹤0.01%
1,130
555
$59.2K ﹤0.01%
295
556
$59.2K ﹤0.01%
536
-75
557
$59K ﹤0.01%
1,992
558
$59K ﹤0.01%
700
-30
559
$58.6K ﹤0.01%
874
+74
560
$58.2K ﹤0.01%
56
561
$57.5K ﹤0.01%
500
562
$57.3K ﹤0.01%
1,125
-100
563
$57.2K ﹤0.01%
1,411
564
$57.1K ﹤0.01%
5,000
565
$56.8K ﹤0.01%
1,174
+1
566
$56.7K ﹤0.01%
357
+90
567
$56.6K ﹤0.01%
1,040
+120
568
$56.4K ﹤0.01%
1,111
+50
569
$56.4K ﹤0.01%
6,251
570
$55.7K ﹤0.01%
1,081
-159
571
$55.5K ﹤0.01%
1,220
+2
572
$55.3K ﹤0.01%
218
-25
573
$54.7K ﹤0.01%
1,000
574
$54.3K ﹤0.01%
519
575
$54.2K ﹤0.01%
1,300
-593
21 22
23
24 25