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
601
$46K ﹤0.01%
1,021
+521
602
$45.3K ﹤0.01%
387
603
$45.1K ﹤0.01%
399
-412
604
$44.5K ﹤0.01%
765
605
$44.5K ﹤0.01%
3,963
+50
606
$44.3K ﹤0.01%
596
607
$44.3K ﹤0.01%
370
608
$44.2K ﹤0.01%
450
609
$44.2K ﹤0.01%
200
610
$44.1K ﹤0.01%
400
611
$43.9K ﹤0.01%
1,240
612
$43.3K ﹤0.01%
2,875
-694
613
$43.2K ﹤0.01%
500
614
$43.2K ﹤0.01%
1,040
615
$42.8K ﹤0.01%
1,550
616
$42.8K ﹤0.01%
1,091
+49
617
$42.8K ﹤0.01%
800
618
$42.5K ﹤0.01%
586
+22
619
$42.3K ﹤0.01%
1,500
620
$42.1K ﹤0.01%
474
621
$42K ﹤0.01%
980
622
$41.9K ﹤0.01%
201
-7
623
$41.9K ﹤0.01%
180
-25
624
$41.7K ﹤0.01%
490
625
$41.5K ﹤0.01%
155
23 24
25
26 27