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
51
$5M 0.45%
104,515
+1,505
52
$4.99M 0.45%
68,846
-2,694
53
$4.98M 0.45%
57,886
-1,364
54
$4.94M 0.45%
53,420
+465
55
$4.92M 0.44%
223,315
+13,284
56
$4.9M 0.44%
95,860
-1,780
57
$4.86M 0.44%
17,054
+1,958
58
$4.8M 0.43%
141,700
+6,490
59
$4.72M 0.43%
49,345
-68
60
$4.63M 0.42%
14,551
+195
61
$4.54M 0.41%
135,169
+11,522
62
$4.46M 0.4%
45,528
-8,657
63
$4.42M 0.4%
60,192
-792
64
$4.4M 0.4%
130,933
-10,601
65
$4.38M 0.4%
664,520
-27,920
66
$4.34M 0.39%
29,698
-1,780
67
$4.33M 0.39%
32,353
+1,728
68
$4.27M 0.39%
53,119
-992
69
$4.27M 0.39%
21,944
+1,848
70
$4.26M 0.39%
32,521
+582
71
$4.26M 0.39%
138,045
-2,012
72
$4.2M 0.38%
110,503
-5
73
$4.09M 0.37%
37,678
+825
74
$3.83M 0.35%
32,572
+688
75
$3.83M 0.35%
110,005
+7,416
1 2
3
4 5