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
851
$10.7K ﹤0.01%
227
+200
852
$10.6K ﹤0.01%
244
-99
853
$10.6K ﹤0.01%
99
854
$10.3K ﹤0.01%
39
855
$10.2K ﹤0.01%
73
856
$10.1K ﹤0.01%
957
857
$10.1K ﹤0.01%
42
858
$10.1K ﹤0.01%
715
-1,450
859
$10K ﹤0.01%
499
+61
860
$10K ﹤0.01%
156
861
$9.95K ﹤0.01%
68
-53
862
$9.93K ﹤0.01%
229
-258
863
$9.81K ﹤0.01%
1
864
$9.72K ﹤0.01%
50
865
$9.59K ﹤0.01%
63
866
$9.52K ﹤0.01%
282
-192
867
$9.34K ﹤0.01%
75
868
$9.31K ﹤0.01%
83
+21
869
$9.26K ﹤0.01%
305
870
$9.13K ﹤0.01%
357
871
$9.01K ﹤0.01%
500
872
$9.01K ﹤0.01%
240
873
$8.97K ﹤0.01%
172
874
$8.94K ﹤0.01%
170
-68
875
$8.84K ﹤0.01%
65
-26
33 34
35
36 37