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
51
$9.23M 0.46%
15,836
+905
52
$9.22M 0.46%
84,943
-1,284
53
$9.19M 0.46%
244,713
+34,935
54
$9.18M 0.46%
74,764
+5
55
$8.96M 0.45%
171,174
+40,160
56
$8.88M 0.44%
18,824
-428
57
$8.58M 0.43%
109,993
+6,154
58
$8.38M 0.42%
57,170
-838
59
$8.24M 0.41%
31,409
-1,360
60
$8.23M 0.41%
78,049
+1,107
61
$8.17M 0.41%
27,289
+353
62
$7.83M 0.39%
210,435
+47,381
63
$7.55M 0.38%
24,272
+2,449
64
$7.45M 0.37%
96,284
-13,273
65
$7.21M 0.36%
37,465
-366
66
$7.17M 0.36%
54,669
+542
67
$7.14M 0.36%
39,864
+539
68
$7.12M 0.35%
108,139
+1,392
69
$7.01M 0.35%
13,312
-56
70
$6.91M 0.34%
95,387
+2,467
71
$6.67M 0.33%
162,408
+272
72
$6.39M 0.32%
15,603
-1,734
73
$6.19M 0.31%
39,939
-4,136
74
$6.15M 0.31%
29,349
+1,347
75
$6.15M 0.31%
25,555
+3,290
1 2
3
4 5