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
751
$5K ﹤0.01%
+250
752
$5K ﹤0.01%
124
753
$5K ﹤0.01%
800
754
$5K ﹤0.01%
103
755
$5K ﹤0.01%
80
+60
756
$5K ﹤0.01%
181
757
$5K ﹤0.01%
+383
758
$5K ﹤0.01%
25
759
$5K ﹤0.01%
+358
760
$5K ﹤0.01%
1,000
761
$5K ﹤0.01%
176
762
$5K ﹤0.01%
100
763
$5K ﹤0.01%
59
764
$5K ﹤0.01%
+123
765
$5K ﹤0.01%
2,175
766
$5K ﹤0.01%
+2,000
767
$5K ﹤0.01%
70
768
$4K ﹤0.01%
35
769
$4K ﹤0.01%
24
-94
770
$4K ﹤0.01%
+113
771
$4K ﹤0.01%
+12,000
772
$4K ﹤0.01%
201
-3,818
773
$4K ﹤0.01%
200
774
$4K ﹤0.01%
250
775
$4K ﹤0.01%
75
+20
29 30
31
32 33