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
776
$4K ﹤0.01%
+170
777
$4K ﹤0.01%
123
778
$4K ﹤0.01%
100
779
$4K ﹤0.01%
284
780
$4K ﹤0.01%
57
-80
781
$4K ﹤0.01%
+360
782
$4K ﹤0.01%
+50
783
$4K ﹤0.01%
210
-270
784
$4K ﹤0.01%
44
785
$4K ﹤0.01%
+96
786
$4K ﹤0.01%
+100
787
$4K ﹤0.01%
25
788
$4K ﹤0.01%
+8,000
789
$4K ﹤0.01%
+25,000
790
$4K ﹤0.01%
118
791
$3K ﹤0.01%
250
-1,900
792
$3K ﹤0.01%
11
-34
793
$3K ﹤0.01%
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794
$3K ﹤0.01%
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795
$3K ﹤0.01%
100
796
$3K ﹤0.01%
130
797
$3K ﹤0.01%
40
+30
798
$3K ﹤0.01%
200
799
$3K ﹤0.01%
+19
800
$3K ﹤0.01%
124
-550
30 31
32
33 34