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
676
$10K ﹤0.01%
110
-40
677
$9K ﹤0.01%
53
+11
678
$9K ﹤0.01%
100
679
$9K ﹤0.01%
172
-570
680
$9K ﹤0.01%
+80
681
$9K ﹤0.01%
260
682
$9K ﹤0.01%
217
+67
683
$9K ﹤0.01%
190
-5,065
684
$9K ﹤0.01%
118
+17
685
$9K ﹤0.01%
87
-23
686
$9K ﹤0.01%
54
-35
687
$9K ﹤0.01%
300
688
$9K ﹤0.01%
1,010
689
$8K ﹤0.01%
74
-756
690
$8K ﹤0.01%
+200
691
$8K ﹤0.01%
130
-20
692
$8K ﹤0.01%
+145
693
$8K ﹤0.01%
121
694
$8K ﹤0.01%
150
-310
695
$8K ﹤0.01%
153
696
$8K ﹤0.01%
502
697
$8K ﹤0.01%
778
+24
698
$8K ﹤0.01%
+550
699
$8K ﹤0.01%
150
700
$8K ﹤0.01%
100
26 27
28
29 30