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
851
$8.26K ﹤0.01%
223
-300
852
$8.23K ﹤0.01%
305
853
$8.12K ﹤0.01%
282
+4
854
$8.04K ﹤0.01%
1,200
+100
855
$7.88K ﹤0.01%
957
856
$7.87K ﹤0.01%
281
857
$7.83K ﹤0.01%
140
-9
858
$7.81K ﹤0.01%
74
859
$7.81K ﹤0.01%
300
-3,200
860
$7.8K ﹤0.01%
2,900
861
$7.79K ﹤0.01%
200
862
$7.78K ﹤0.01%
293
-904
863
$7.69K ﹤0.01%
50
864
$7.65K ﹤0.01%
34
+25
865
$7.48K ﹤0.01%
219
866
$7.38K ﹤0.01%
226
867
$7.38K ﹤0.01%
175
868
$7.35K ﹤0.01%
128
869
$7.31K ﹤0.01%
280
-6,148
870
$7.3K ﹤0.01%
500
871
$7.18K ﹤0.01%
112
872
$7.09K ﹤0.01%
225
873
$7.06K ﹤0.01%
123
874
$7.01K ﹤0.01%
250
875
$7K ﹤0.01%
1
33 34
35
36 37