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
776
$16.5K ﹤0.01%
3,400
+800
777
$16.4K ﹤0.01%
126
778
$16.4K ﹤0.01%
400
779
$16.4K ﹤0.01%
342
780
$16.4K ﹤0.01%
3,745
-1,750
781
$16.2K ﹤0.01%
670
-196
782
$15.9K ﹤0.01%
400
-1
783
$15.8K ﹤0.01%
345
784
$15.8K ﹤0.01%
125
785
$15.8K ﹤0.01%
340
786
$15.7K ﹤0.01%
17
787
$15.6K ﹤0.01%
844
-150
788
$15.6K ﹤0.01%
150
789
$15.5K ﹤0.01%
296
790
$15.4K ﹤0.01%
395
-750
791
$15.4K ﹤0.01%
264
792
$15.4K ﹤0.01%
168
-63
793
$15.4K ﹤0.01%
70
+12
794
$15.4K ﹤0.01%
782
795
$15.4K ﹤0.01%
267
-70
796
$15.3K ﹤0.01%
53
797
$15.2K ﹤0.01%
588
798
$15.1K ﹤0.01%
119
799
$15.1K ﹤0.01%
298
+1
800
$15K ﹤0.01%
150
30 31
32
33 34