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
826
$12.2K ﹤0.01%
63
-48
827
$12.2K ﹤0.01%
67
828
$12.2K ﹤0.01%
500
829
$12.1K ﹤0.01%
256
+1
830
$12.1K ﹤0.01%
600
831
$12K ﹤0.01%
+150
832
$11.9K ﹤0.01%
101
833
$11.8K ﹤0.01%
575
-257
834
$11.7K ﹤0.01%
228
-186
835
$11.6K ﹤0.01%
+235
836
$11.6K ﹤0.01%
75
-45
837
$11.6K ﹤0.01%
450
838
$11.5K ﹤0.01%
60
839
$11.5K ﹤0.01%
+408
840
$11.5K ﹤0.01%
418
+1
841
$11.5K ﹤0.01%
+480
842
$11.3K ﹤0.01%
135
843
$11.1K ﹤0.01%
575
-10
844
$11.1K ﹤0.01%
+75
845
$11.1K ﹤0.01%
+454
846
$11.1K ﹤0.01%
242
847
$10.9K ﹤0.01%
566
+4
848
$10.9K ﹤0.01%
250
849
$10.9K ﹤0.01%
851
850
$10.8K ﹤0.01%
87
+50
32 33
34
35 36