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
651
$36.4K ﹤0.01%
143
652
$36.2K ﹤0.01%
3,100
653
$36.2K ﹤0.01%
1,200
654
$35.9K ﹤0.01%
+300
655
$35.7K ﹤0.01%
676
-762
656
$35.6K ﹤0.01%
779
+249
657
$35.4K ﹤0.01%
1,660
658
$35.1K ﹤0.01%
1,178
659
$34.9K ﹤0.01%
360
660
$34.3K ﹤0.01%
127
661
$34.3K ﹤0.01%
1,400
662
$34.3K ﹤0.01%
400
663
$33.9K ﹤0.01%
107
+4
664
$33.8K ﹤0.01%
1,260
+980
665
$33.7K ﹤0.01%
250
666
$33.7K ﹤0.01%
708
667
$33.5K ﹤0.01%
3,905
668
$33.2K ﹤0.01%
807
669
$33.2K ﹤0.01%
3,701
-1,906
670
$33.1K ﹤0.01%
1,559
671
$33K ﹤0.01%
5,890
-7,140
672
$32.9K ﹤0.01%
153
-11
673
$32.8K ﹤0.01%
200
+125
674
$32.5K ﹤0.01%
603
675
$32.4K ﹤0.01%
396
25 26
27
28 29