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
626
$14K ﹤0.01%
+2,000
627
$14K ﹤0.01%
111
628
$14K ﹤0.01%
250
629
$13K ﹤0.01%
200
630
$13K ﹤0.01%
+1,000
631
$13K ﹤0.01%
175
-200
632
$13K ﹤0.01%
262
-79
633
$13K ﹤0.01%
200
634
$13K ﹤0.01%
1,000
635
$13K ﹤0.01%
445
636
$13K ﹤0.01%
2,000
637
$13K ﹤0.01%
250
638
$13K ﹤0.01%
200
639
$12K ﹤0.01%
121
640
$12K ﹤0.01%
82
+57
641
$12K ﹤0.01%
783
642
$12K ﹤0.01%
250
643
$12K ﹤0.01%
200
644
$12K ﹤0.01%
95
-5
645
$12K ﹤0.01%
+2,096
646
$12K ﹤0.01%
+456
647
$12K ﹤0.01%
490
648
$12K ﹤0.01%
100
649
$12K ﹤0.01%
375
650
$11K ﹤0.01%
+193
24 25
26
27 28