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
651
$11K ﹤0.01%
150
652
$11K ﹤0.01%
1,200
653
$11K ﹤0.01%
178
-178
654
$11K ﹤0.01%
579
655
$11K ﹤0.01%
1,200
-430
656
$11K ﹤0.01%
236
657
$11K ﹤0.01%
400
658
$11K ﹤0.01%
1,000
659
$11K ﹤0.01%
300
-100
660
$11K ﹤0.01%
236
661
$11K ﹤0.01%
220
662
$11K ﹤0.01%
600
663
$11K ﹤0.01%
75
664
$10K ﹤0.01%
400
665
$10K ﹤0.01%
+62
666
$10K ﹤0.01%
600
667
$10K ﹤0.01%
300
668
$10K ﹤0.01%
120
669
$10K ﹤0.01%
553
-160
670
$10K ﹤0.01%
603
671
$10K ﹤0.01%
414
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672
$10K ﹤0.01%
214
673
$10K ﹤0.01%
280
674
$10K ﹤0.01%
195
675
$10K ﹤0.01%
+391
25 26
27
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