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
726
$17.8K ﹤0.01%
195
727
$17.8K ﹤0.01%
400
728
$17.7K ﹤0.01%
750
+150
729
$17.7K ﹤0.01%
175
730
$17.5K ﹤0.01%
782
731
$17.5K ﹤0.01%
840
732
$17.4K ﹤0.01%
342
-440
733
$17.4K ﹤0.01%
2,051
734
$17.4K ﹤0.01%
+1,468
735
$17.3K ﹤0.01%
975
736
$17.3K ﹤0.01%
559
737
$17.1K ﹤0.01%
1,550
738
$16.9K ﹤0.01%
58
739
$16.8K ﹤0.01%
192
740
$16.7K ﹤0.01%
50
741
$16.6K ﹤0.01%
1,200
742
$16.5K ﹤0.01%
342
743
$16.4K ﹤0.01%
375
744
$16.2K ﹤0.01%
500
-18
745
$16.2K ﹤0.01%
374
-419
746
$16.2K ﹤0.01%
255
-240
747
$15.9K ﹤0.01%
263
748
$15.8K ﹤0.01%
400
749
$15.7K ﹤0.01%
756
-73
750
$15.6K ﹤0.01%
900
28 29
30
31 32