SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$3.85M
2
+$3.76M
3
+$3.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.08M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.77M

Top Sells

1
+$2.61M
2
+$1.34M
3
+$1.18M
4
ABT icon
Abbott
ABT
+$1.07M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$880K

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
676
$32K ﹤0.01%
214
677
$31.9K ﹤0.01%
290
-165
678
$31.1K ﹤0.01%
200
-21
679
$30.9K ﹤0.01%
1,050
680
$30.6K ﹤0.01%
4,776
+28
681
$30.6K ﹤0.01%
852
-93
682
$30.5K ﹤0.01%
280
-290
683
$30.3K ﹤0.01%
+625
684
$30.3K ﹤0.01%
121
685
$30.1K ﹤0.01%
87
686
$29.8K ﹤0.01%
+1,000
687
$29.8K ﹤0.01%
880
688
$29.5K ﹤0.01%
271
+246
689
$29.5K ﹤0.01%
1,000
690
$29.5K ﹤0.01%
614
691
$29.4K ﹤0.01%
815
+130
692
$29.4K ﹤0.01%
+316
693
$29.4K ﹤0.01%
332
694
$29.4K ﹤0.01%
1,200
695
$29.3K ﹤0.01%
33
696
$29.2K ﹤0.01%
+1,230
697
$29.2K ﹤0.01%
106
698
$29.1K ﹤0.01%
801
699
$29.1K ﹤0.01%
402
700
$28.9K ﹤0.01%
776
-5
26 27
28
29 30