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
576
$53.9K ﹤0.01%
534
577
$53.6K ﹤0.01%
700
-500
578
$53.3K ﹤0.01%
960
+151
579
$52.2K ﹤0.01%
5,000
580
$52K ﹤0.01%
968
+11
581
$52K ﹤0.01%
141
-4
582
$51.7K ﹤0.01%
2,722
+17
583
$51.5K ﹤0.01%
4,000
584
$51.4K ﹤0.01%
1,040
585
$50.8K ﹤0.01%
4,784
-178
586
$50.7K ﹤0.01%
528
-16
587
$49.9K ﹤0.01%
600
-65
588
$49.9K ﹤0.01%
1,331
+181
589
$49.7K ﹤0.01%
792
-245
590
$49.6K ﹤0.01%
675
-337
591
$49.4K ﹤0.01%
688
+144
592
$49.2K ﹤0.01%
754
-120
593
$48.8K ﹤0.01%
4,624
-2,867
594
$47.9K ﹤0.01%
396
-202
595
$47.9K ﹤0.01%
209
596
$47.8K ﹤0.01%
1,000
597
$47.4K ﹤0.01%
75
-11
598
$46.7K ﹤0.01%
1,042
+7
599
$46.6K ﹤0.01%
363
600
$46.5K ﹤0.01%
1,147
22 23
24
25 26