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
826
$2K ﹤0.01%
722
+31
827
$2K ﹤0.01%
200
-270
828
$2K ﹤0.01%
20
+10
829
$2K ﹤0.01%
+13
830
$2K ﹤0.01%
+15
831
$2K ﹤0.01%
+35
832
$2K ﹤0.01%
+130
833
$2K ﹤0.01%
+8
834
$2K ﹤0.01%
+54
835
$2K ﹤0.01%
+120
836
$2K ﹤0.01%
130
-214
837
$2K ﹤0.01%
+102
838
$2K ﹤0.01%
324
839
$2K ﹤0.01%
+20
840
$2K ﹤0.01%
+20
841
$2K ﹤0.01%
20
842
$2K ﹤0.01%
1,000
843
$2K ﹤0.01%
400
844
$2K ﹤0.01%
67
845
$2K ﹤0.01%
+13
846
$2K ﹤0.01%
5,000
847
$1K ﹤0.01%
246
-3,092
848
$1K ﹤0.01%
121
849
$1K ﹤0.01%
+20
850
$1K ﹤0.01%
+37
32 33
34
35 36