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
$2.43B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.87M
3
+$3.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.21M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.89M

Top Sells

1
+$2.84M
2
+$1.45M
3
+$1.22M
4
ABT icon
Abbott
ABT
+$1.12M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$914K

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
701
$28.5K ﹤0.01%
362
-107
702
$28.3K ﹤0.01%
210
703
$28.1K ﹤0.01%
873
-1,103
704
$27.7K ﹤0.01%
789
+23
705
$27.5K ﹤0.01%
2,629
706
$27.2K ﹤0.01%
300
707
$27.1K ﹤0.01%
455
708
$26.7K ﹤0.01%
3,391
-715
709
$26.6K ﹤0.01%
73
+5
710
$26.4K ﹤0.01%
82
-75
711
$25.9K ﹤0.01%
2,248
+35
712
$25.6K ﹤0.01%
149
713
$25.3K ﹤0.01%
800
714
$25.2K ﹤0.01%
1,139
715
$25.1K ﹤0.01%
528
+28
716
$24.8K ﹤0.01%
661
717
$24.8K ﹤0.01%
1,256
718
$24.7K ﹤0.01%
200
+164
719
$24.6K ﹤0.01%
1,072
+228
720
$24.6K ﹤0.01%
861
721
$24.6K ﹤0.01%
350
-50
722
$24.2K ﹤0.01%
125
723
$24.2K ﹤0.01%
685
724
$24.1K ﹤0.01%
624
+2
725
$24K ﹤0.01%
775
27 28
29
30 31