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
601
$16K ﹤0.01%
500
602
$16K ﹤0.01%
1,689
603
$16K ﹤0.01%
230
+15
604
$16K ﹤0.01%
464
605
$16K ﹤0.01%
169
606
$16K ﹤0.01%
300
607
$16K ﹤0.01%
414
608
$15K ﹤0.01%
153
609
$15K ﹤0.01%
506
+81
610
$15K ﹤0.01%
250
+102
611
$15K ﹤0.01%
325
+21
612
$15K ﹤0.01%
685
613
$15K ﹤0.01%
475
-446
614
$15K ﹤0.01%
134
+16
615
$15K ﹤0.01%
62
-63
616
$15K ﹤0.01%
125
+40
617
$15K ﹤0.01%
497
-100
618
$15K ﹤0.01%
+2,000
619
$14K ﹤0.01%
164
+15
620
$14K ﹤0.01%
1,048
+200
621
$14K ﹤0.01%
382
+82
622
$14K ﹤0.01%
176
623
$14K ﹤0.01%
381
+26
624
$14K ﹤0.01%
+446
625
$14K ﹤0.01%
1,000
23 24
25
26 27