SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1.82M
3 +$1.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1 +$1.91M
2 +$1.45M
3 +$1.29M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.17M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.07%
3 Financials 8.63%
4 Consumer Discretionary 6.52%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$12.9K ﹤0.01%
+1,491
777
$12.8K ﹤0.01%
296
778
$12.7K ﹤0.01%
840
-159
779
$12.7K ﹤0.01%
216
780
$12.6K ﹤0.01%
100
781
$12.5K ﹤0.01%
+264
782
$12.5K ﹤0.01%
320
+75
783
$12.5K ﹤0.01%
+250
784
$12.4K ﹤0.01%
407
-313
785
$12.3K ﹤0.01%
974
786
$12.3K ﹤0.01%
697
+9
787
$12.2K ﹤0.01%
345
788
$12.2K ﹤0.01%
1,228
+33
789
$12.2K ﹤0.01%
198
790
$12.2K ﹤0.01%
150
791
$12K ﹤0.01%
113
792
$12K ﹤0.01%
160
793
$12K ﹤0.01%
1,183
-582
794
$11.9K ﹤0.01%
122
795
$11.9K ﹤0.01%
97
796
$11.7K ﹤0.01%
236
797
$11.7K ﹤0.01%
10,050
+1,360
798
$11.6K ﹤0.01%
709
799
$11.6K ﹤0.01%
1,811
+20
800
$11.6K ﹤0.01%
210
+75