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
851
$1K ﹤0.01%
21
-70
852
$1K ﹤0.01%
+3
853
$1K ﹤0.01%
+16
854
$1K ﹤0.01%
+20
855
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12
-126
856
$1K ﹤0.01%
200
857
$1K ﹤0.01%
+32
858
$1K ﹤0.01%
+62
859
$1K ﹤0.01%
+20
860
$1K ﹤0.01%
+300
861
$1K ﹤0.01%
+60
862
$1K ﹤0.01%
+61
863
$1K ﹤0.01%
+55
864
$1K ﹤0.01%
+530
865
$1K ﹤0.01%
+17
866
$1K ﹤0.01%
278
867
$1K ﹤0.01%
208
868
$1K ﹤0.01%
+250
869
$1K ﹤0.01%
+72
870
$1K ﹤0.01%
+37
871
$1K ﹤0.01%
+35
872
$1K ﹤0.01%
+36
873
$1K ﹤0.01%
+40
874
$1K ﹤0.01%
+31
875
$1K ﹤0.01%
+15
33 34
35
36 37