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
826
$9.44K ﹤0.01%
99
827
$9.43K ﹤0.01%
145
828
$9.41K ﹤0.01%
+221
829
$9.41K ﹤0.01%
116
830
$9.37K ﹤0.01%
+195
831
$9.32K ﹤0.01%
700
832
$9.32K ﹤0.01%
325
+20
833
$9.28K ﹤0.01%
+170
834
$9.2K ﹤0.01%
849
+198
835
$9.15K ﹤0.01%
36
-555
836
$9.12K ﹤0.01%
223
837
$9.1K ﹤0.01%
630
838
$8.98K ﹤0.01%
68
839
$8.97K ﹤0.01%
125
840
$8.88K ﹤0.01%
701
841
$8.84K ﹤0.01%
417
842
$8.72K ﹤0.01%
77
-20
843
$8.59K ﹤0.01%
255
844
$8.55K ﹤0.01%
145
845
$8.45K ﹤0.01%
111
846
$8.45K ﹤0.01%
78
847
$8.36K ﹤0.01%
116
848
$8.34K ﹤0.01%
187
849
$8.33K ﹤0.01%
221
850
$8.28K ﹤0.01%
199
32 33
34
35 36