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
701
$7K ﹤0.01%
+655
702
$7K ﹤0.01%
+898
703
$7K ﹤0.01%
1,350
-550
704
$7K ﹤0.01%
210
705
$7K ﹤0.01%
+152
706
$7K ﹤0.01%
701
707
$7K ﹤0.01%
+50
708
$7K ﹤0.01%
+50
709
$7K ﹤0.01%
+281
710
$7K ﹤0.01%
242
711
$7K ﹤0.01%
267
712
$7K ﹤0.01%
+136
713
$7K ﹤0.01%
315
+57
714
$7K ﹤0.01%
300
715
$7K ﹤0.01%
100
-50
716
$7K ﹤0.01%
476
+12
717
$7K ﹤0.01%
+460
718
$7K ﹤0.01%
500
719
$7K ﹤0.01%
870
720
$7K ﹤0.01%
1,331
-3,154
721
$7K ﹤0.01%
1,000
722
$7K ﹤0.01%
900
723
$7K ﹤0.01%
80
724
$7K ﹤0.01%
66
725
$6K ﹤0.01%
500
27 28
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