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
701
$20.9K ﹤0.01%
1,000
702
$20.5K ﹤0.01%
402
703
$20.2K ﹤0.01%
292
704
$19.7K ﹤0.01%
132
705
$19.7K ﹤0.01%
318
706
$19.6K ﹤0.01%
400
+104
707
$19.5K ﹤0.01%
+400
708
$19.4K ﹤0.01%
1,309
-1,221
709
$19.4K ﹤0.01%
2,096
710
$19.3K ﹤0.01%
894
711
$19.2K ﹤0.01%
600
712
$19.1K ﹤0.01%
151
-175
713
$19.1K ﹤0.01%
547
714
$18.8K ﹤0.01%
145
715
$18.8K ﹤0.01%
5,495
-5,400
716
$18.7K ﹤0.01%
+500
717
$18.6K ﹤0.01%
504
-143
718
$18.6K ﹤0.01%
184
+40
719
$18.3K ﹤0.01%
900
720
$18.2K ﹤0.01%
880
721
$18.1K ﹤0.01%
358
722
$18.1K ﹤0.01%
7
723
$18K ﹤0.01%
79
724
$17.9K ﹤0.01%
400
725
$17.9K ﹤0.01%
600
27 28
29
30 31