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
576
$20K ﹤0.01%
3,000
+1,000
577
$20K ﹤0.01%
+600
578
$20K ﹤0.01%
400
579
$20K ﹤0.01%
200
580
$19K ﹤0.01%
200
581
$19K ﹤0.01%
+594
582
$19K ﹤0.01%
693
+393
583
$19K ﹤0.01%
146
+32
584
$18K ﹤0.01%
478
585
$18K ﹤0.01%
6,524
586
$18K ﹤0.01%
289
+39
587
$18K ﹤0.01%
590
588
$17K ﹤0.01%
1,818
589
$17K ﹤0.01%
830
590
$17K ﹤0.01%
+726
591
$17K ﹤0.01%
+468
592
$17K ﹤0.01%
247
+31
593
$17K ﹤0.01%
210
594
$17K ﹤0.01%
765
-955
595
$17K ﹤0.01%
200
596
$17K ﹤0.01%
2,077
+80
597
$17K ﹤0.01%
400
-300
598
$17K ﹤0.01%
2,628
+138
599
$16K ﹤0.01%
2,206
600
$16K ﹤0.01%
87
-25
22 23
24
25 26