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
676
$25.3K ﹤0.01%
300
677
$25.1K ﹤0.01%
1,256
678
$25K ﹤0.01%
400
679
$25K ﹤0.01%
210
680
$24.9K ﹤0.01%
324
681
$24.7K ﹤0.01%
396
682
$24.4K ﹤0.01%
+325
683
$23.8K ﹤0.01%
540
-118
684
$23.4K ﹤0.01%
944
685
$23.4K ﹤0.01%
685
686
$23K ﹤0.01%
1,025
-752
687
$22.9K ﹤0.01%
144
-74
688
$22.8K ﹤0.01%
402
689
$22.7K ﹤0.01%
775
690
$22.3K ﹤0.01%
900
691
$22.2K ﹤0.01%
344
+283
692
$22.1K ﹤0.01%
1,200
693
$22.1K ﹤0.01%
792
694
$21.9K ﹤0.01%
616
+2
695
$21.8K ﹤0.01%
201
-70
696
$21.5K ﹤0.01%
235
697
$21.5K ﹤0.01%
500
-45
698
$21.2K ﹤0.01%
416
699
$21.2K ﹤0.01%
+500
700
$21.1K ﹤0.01%
1,941
26 27
28
29 30