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
801
$11K ﹤0.01%
500
802
$10.9K ﹤0.01%
150
803
$10.9K ﹤0.01%
10,375
+9,700
804
$10.9K ﹤0.01%
207
-115
805
$10.8K ﹤0.01%
160
806
$10.7K ﹤0.01%
150
807
$10.7K ﹤0.01%
78
808
$10.7K ﹤0.01%
621
-500
809
$10.6K ﹤0.01%
180
+29
810
$10.5K ﹤0.01%
245
+1
811
$10.5K ﹤0.01%
242
812
$10.3K ﹤0.01%
1,000
-100
813
$10.3K ﹤0.01%
+238
814
$10.2K ﹤0.01%
154
815
$10.1K ﹤0.01%
39
816
$10.1K ﹤0.01%
100
817
$9.9K ﹤0.01%
183
+33
818
$9.87K ﹤0.01%
98
819
$9.81K ﹤0.01%
2,180
820
$9.76K ﹤0.01%
235
821
$9.72K ﹤0.01%
548
+4
822
$9.69K ﹤0.01%
67
823
$9.54K ﹤0.01%
156
824
$9.45K ﹤0.01%
121
825
$9.45K ﹤0.01%
62
31 32
33
34 35