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
726
$23.6K ﹤0.01%
358
727
$23.3K ﹤0.01%
50
728
$23.2K ﹤0.01%
402
729
$23K ﹤0.01%
623
+2
730
$23K ﹤0.01%
515
731
$22.9K ﹤0.01%
3,113
+25
732
$22.9K ﹤0.01%
114
733
$22.7K ﹤0.01%
152
734
$22.5K ﹤0.01%
172
735
$22.4K ﹤0.01%
292
736
$22.3K ﹤0.01%
390
737
$22.1K ﹤0.01%
7
738
$22K ﹤0.01%
400
739
$22K ﹤0.01%
400
740
$21.8K ﹤0.01%
2,645
-282
741
$21.5K ﹤0.01%
600
742
$21.1K ﹤0.01%
900
743
$21.1K ﹤0.01%
400
744
$21.1K ﹤0.01%
2,102
-2,454
745
$21K ﹤0.01%
975
746
$20.7K ﹤0.01%
309
747
$20.6K ﹤0.01%
192
748
$20.6K ﹤0.01%
2,051
749
$20.1K ﹤0.01%
2,096
750
$20.1K ﹤0.01%
633
-159
28 29
30
31 32