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
626
$34.8K ﹤0.01%
85
627
$34.6K ﹤0.01%
1,660
628
$34.2K ﹤0.01%
450
629
$34.2K ﹤0.01%
215
630
$34K ﹤0.01%
291
+44
631
$33.9K ﹤0.01%
1,137
632
$33.6K ﹤0.01%
537
633
$33.6K ﹤0.01%
247
+30
634
$33.2K ﹤0.01%
984
-1,270
635
$33.1K ﹤0.01%
614
+364
636
$33.1K ﹤0.01%
800
637
$33K ﹤0.01%
1,217
638
$33K ﹤0.01%
813
639
$32.7K ﹤0.01%
1,575
-1,100
640
$31.8K ﹤0.01%
516
-50
641
$31.5K ﹤0.01%
153
642
$31.2K ﹤0.01%
1,270
643
$30.8K ﹤0.01%
1,025
-30
644
$30.7K ﹤0.01%
2,200
645
$30.6K ﹤0.01%
360
646
$30.4K ﹤0.01%
387
+5
647
$30.4K ﹤0.01%
+1,335
648
$30.3K ﹤0.01%
323
649
$30.1K ﹤0.01%
1,500
650
$30K ﹤0.01%
569
24 25
26
27 28