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
726
$6K ﹤0.01%
221
727
$6K ﹤0.01%
769
+12
728
$6K ﹤0.01%
1,572
+45
729
$6K ﹤0.01%
+1,600
730
$6K ﹤0.01%
380
-490
731
$6K ﹤0.01%
100
732
$6K ﹤0.01%
+142
733
$6K ﹤0.01%
180
734
$6K ﹤0.01%
+12
735
$6K ﹤0.01%
+56
736
$6K ﹤0.01%
123
+25
737
$6K ﹤0.01%
+500
738
$6K ﹤0.01%
85
-294
739
$6K ﹤0.01%
33
-61
740
$6K ﹤0.01%
+152
741
$6K ﹤0.01%
+1,149
742
$6K ﹤0.01%
113
+10
743
$6K ﹤0.01%
1,175
+1,000
744
$6K ﹤0.01%
1,200
745
$6K ﹤0.01%
450
-450
746
$6K ﹤0.01%
700
-600
747
$6K ﹤0.01%
230
-2,000
748
$5K ﹤0.01%
133
749
$5K ﹤0.01%
900
750
$5K ﹤0.01%
305
28 29
30
31 32