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
801
$3K ﹤0.01%
+100
802
$3K ﹤0.01%
+12,000
803
$3K ﹤0.01%
128
804
$3K ﹤0.01%
126
805
$3K ﹤0.01%
+15
806
$3K ﹤0.01%
+460
807
$3K ﹤0.01%
+148
808
$3K ﹤0.01%
58
809
$3K ﹤0.01%
290
+85
810
$3K ﹤0.01%
500
811
$3K ﹤0.01%
532
812
$2K ﹤0.01%
+1,750
813
$2K ﹤0.01%
+17
814
$2K ﹤0.01%
+500
815
$2K ﹤0.01%
+108
816
$2K ﹤0.01%
175
817
$2K ﹤0.01%
72
-262
818
$2K ﹤0.01%
548
819
$2K ﹤0.01%
+42
820
$2K ﹤0.01%
200
821
$2K ﹤0.01%
+200
822
$2K ﹤0.01%
+55
823
$2K ﹤0.01%
+50
824
$2K ﹤0.01%
+29
825
$2K ﹤0.01%
156
31 32
33
34 35