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
576
$47K ﹤0.01%
564
+10
577
$46.9K ﹤0.01%
1,430
+50
578
$46.9K ﹤0.01%
4,000
579
$46.7K ﹤0.01%
205
580
$46.5K ﹤0.01%
401
581
$46.1K ﹤0.01%
500
-50
582
$45.8K ﹤0.01%
980
583
$44.9K ﹤0.01%
675
584
$44.7K ﹤0.01%
3,569
585
$44K ﹤0.01%
324
586
$43.9K ﹤0.01%
1,042
+19
587
$43.9K ﹤0.01%
3,858
+152
588
$43.5K ﹤0.01%
500
589
$43.4K ﹤0.01%
1,245
590
$43.1K ﹤0.01%
+1,000
591
$42.9K ﹤0.01%
1,210
592
$42.7K ﹤0.01%
53
593
$42.6K ﹤0.01%
1,059
-60
594
$42.5K ﹤0.01%
2,350
595
$42.4K ﹤0.01%
242
+1
596
$42.3K ﹤0.01%
1,195
597
$42.2K ﹤0.01%
1,806
598
$42.2K ﹤0.01%
600
599
$41.6K ﹤0.01%
800
600
$40.6K ﹤0.01%
70
22 23
24
25 26