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
751
$15.5K ﹤0.01%
340
-2,800
752
$15.5K ﹤0.01%
100
753
$15.3K ﹤0.01%
250
-100
754
$15.3K ﹤0.01%
75
-259
755
$15.2K ﹤0.01%
1,811
756
$15.1K ﹤0.01%
135
-1,576
757
$15K ﹤0.01%
650
758
$14.9K ﹤0.01%
119
759
$14.9K ﹤0.01%
43
760
$14.7K ﹤0.01%
588
761
$14.7K ﹤0.01%
113
762
$14.6K ﹤0.01%
+100
763
$14.4K ﹤0.01%
974
764
$14.4K ﹤0.01%
264
765
$14.4K ﹤0.01%
75
766
$14.3K ﹤0.01%
1,559
767
$14.2K ﹤0.01%
216
768
$14.1K ﹤0.01%
1,600
769
$14K ﹤0.01%
407
770
$13.9K ﹤0.01%
1,092
+142
771
$13.7K ﹤0.01%
204
772
$13.7K ﹤0.01%
198
773
$13.5K ﹤0.01%
150
774
$13.1K ﹤0.01%
1,264
+36
775
$13.1K ﹤0.01%
400
29 30
31
32 33