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
601
$40.4K ﹤0.01%
200
602
$40.4K ﹤0.01%
387
603
$40.3K ﹤0.01%
147
604
$39.7K ﹤0.01%
1,150
605
$39.6K ﹤0.01%
86
-79
606
$39K ﹤0.01%
450
607
$39K ﹤0.01%
1,040
608
$38.9K ﹤0.01%
474
609
$38.5K ﹤0.01%
1,744
610
$38.4K ﹤0.01%
1,386
611
$38.4K ﹤0.01%
400
612
$38.2K ﹤0.01%
1,200
613
$38K ﹤0.01%
590
614
$38K ﹤0.01%
2,500
615
$37.4K ﹤0.01%
+4,694
616
$37.2K ﹤0.01%
1,019
+8
617
$37K ﹤0.01%
2,779
-1,236
618
$36.9K ﹤0.01%
477
-1
619
$36.7K ﹤0.01%
1,042
-35
620
$36.5K ﹤0.01%
620
+156
621
$36.2K ﹤0.01%
1,588
622
$36K ﹤0.01%
87
623
$35.9K ﹤0.01%
267
-33
624
$35.1K ﹤0.01%
1,450
-4,373
625
$34.8K ﹤0.01%
603
23 24
25
26 27