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
751
$19.8K ﹤0.01%
300
-56
752
$19.7K ﹤0.01%
851
+94
753
$19.7K ﹤0.01%
1,468
754
$19.4K ﹤0.01%
60
755
$18.9K ﹤0.01%
224
756
$18.9K ﹤0.01%
254
757
$18.9K ﹤0.01%
244
-50
758
$18.6K ﹤0.01%
250
-18
759
$18.6K ﹤0.01%
198
760
$18.6K ﹤0.01%
304
761
$18.6K ﹤0.01%
1,550
762
$18.3K ﹤0.01%
+500
763
$18.2K ﹤0.01%
238
764
$18K ﹤0.01%
264
765
$17.9K ﹤0.01%
254
+200
766
$17.9K ﹤0.01%
79
767
$17.9K ﹤0.01%
589
768
$17.9K ﹤0.01%
175
769
$17.5K ﹤0.01%
235
770
$17.5K ﹤0.01%
+174
771
$17.5K ﹤0.01%
43
772
$17.5K ﹤0.01%
75
773
$17K ﹤0.01%
268
-29
774
$16.8K ﹤0.01%
106
775
$16.7K ﹤0.01%
900
29 30
31
32 33