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
776
$13K ﹤0.01%
345
777
$12.9K ﹤0.01%
112
-1
778
$12.6K ﹤0.01%
+195
779
$12.5K ﹤0.01%
350
780
$12.4K ﹤0.01%
709
781
$12.4K ﹤0.01%
+292
782
$12.2K ﹤0.01%
315
783
$12.1K ﹤0.01%
1,183
784
$12.1K ﹤0.01%
119
785
$12.1K ﹤0.01%
204
786
$12.1K ﹤0.01%
15,970
+5,920
787
$11.9K ﹤0.01%
750
-750
788
$11.9K ﹤0.01%
300
789
$11.6K ﹤0.01%
496
-118
790
$11.4K ﹤0.01%
123
+1
791
$11.4K ﹤0.01%
30
792
$11.3K ﹤0.01%
1,125
793
$11.2K ﹤0.01%
81
-90
794
$11.2K ﹤0.01%
218
795
$11.2K ﹤0.01%
50
796
$11.1K ﹤0.01%
322
-96
797
$11.1K ﹤0.01%
585
+10
798
$11K ﹤0.01%
305
-1,200
799
$11K ﹤0.01%
183
-27
800
$11K ﹤0.01%
65
30 31
32
33 34