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
651
$29.9K ﹤0.01%
98
-5
652
$29.9K ﹤0.01%
1,010
653
$29.8K ﹤0.01%
115
654
$29.7K ﹤0.01%
288
655
$29.6K ﹤0.01%
3,000
656
$29.6K ﹤0.01%
708
657
$29.5K ﹤0.01%
500
658
$29.4K ﹤0.01%
200
659
$29.3K ﹤0.01%
750
660
$29.3K ﹤0.01%
801
661
$28.3K ﹤0.01%
558
+512
662
$27.6K ﹤0.01%
200
663
$27.5K ﹤0.01%
121
664
$27.5K ﹤0.01%
246
665
$27.2K ﹤0.01%
70
-3
666
$26.8K ﹤0.01%
1,400
+1,000
667
$26.7K ﹤0.01%
332
668
$26.6K ﹤0.01%
1,000
669
$26.5K ﹤0.01%
141
+1
670
$26.5K ﹤0.01%
2,500
671
$26.4K ﹤0.01%
737
672
$26.1K ﹤0.01%
880
673
$25.6K ﹤0.01%
589
+200
674
$25.6K ﹤0.01%
1,139
675
$25.5K ﹤0.01%
214
25 26
27
28 29