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
626
$41.4K ﹤0.01%
719
627
$41.3K ﹤0.01%
1,073
+63
628
$39.9K ﹤0.01%
890
-1,413
629
$39.7K ﹤0.01%
4,381
630
$39.6K ﹤0.01%
1,010
631
$39.4K ﹤0.01%
300
-177
632
$39.3K ﹤0.01%
1,744
633
$39.3K ﹤0.01%
1,251
+24
634
$39.3K ﹤0.01%
813
635
$38.9K ﹤0.01%
590
636
$38.9K ﹤0.01%
357
637
$38.9K ﹤0.01%
358
638
$38.9K ﹤0.01%
2,500
639
$38.5K ﹤0.01%
1,500
+750
640
$38.3K ﹤0.01%
400
-80
641
$37.6K ﹤0.01%
87
642
$37.6K ﹤0.01%
3,035
643
$37.2K ﹤0.01%
394
644
$37.2K ﹤0.01%
70
645
$37.1K ﹤0.01%
2,759
646
$36.9K ﹤0.01%
298
+50
647
$36.8K ﹤0.01%
437
-173
648
$36.6K ﹤0.01%
1,430
649
$36.5K ﹤0.01%
323
650
$36.4K ﹤0.01%
229
+4
24 25
26
27 28