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
801
$15K ﹤0.01%
810
802
$15K ﹤0.01%
97
-19
803
$14.9K ﹤0.01%
216
804
$14.7K ﹤0.01%
150
-15
805
$14.6K ﹤0.01%
15,120
806
$14.6K ﹤0.01%
161
+60
807
$14.6K ﹤0.01%
400
808
$14.4K ﹤0.01%
307
+19
809
$14.4K ﹤0.01%
600
810
$14.3K ﹤0.01%
400
-100
811
$14.3K ﹤0.01%
1,600
812
$14.2K ﹤0.01%
531
813
$14.1K ﹤0.01%
400
814
$13.9K ﹤0.01%
119
+2
815
$13.9K ﹤0.01%
80
816
$13.8K ﹤0.01%
50
817
$13.8K ﹤0.01%
563
818
$13.2K ﹤0.01%
204
819
$13.1K ﹤0.01%
150
820
$13.1K ﹤0.01%
2,900
821
$12.9K ﹤0.01%
204
822
$12.9K ﹤0.01%
300
823
$12.6K ﹤0.01%
180
-15
824
$12.6K ﹤0.01%
2,184
825
$12.5K ﹤0.01%
1,000
31 32
33
34 35