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
876
$1K ﹤0.01%
+500
877
$1K ﹤0.01%
100
878
$1K ﹤0.01%
+113
879
$1K ﹤0.01%
+20
880
$1K ﹤0.01%
95
+2
881
$1K ﹤0.01%
75
-120
882
$1K ﹤0.01%
20
883
$1K ﹤0.01%
86
884
$1K ﹤0.01%
331
-621
885
$1K ﹤0.01%
110
+80
886
$1K ﹤0.01%
+200
887
$1K ﹤0.01%
+200
888
$1K ﹤0.01%
+94
889
$1K ﹤0.01%
300
890
– –
-10
891
– –
-403
892
– –
-200
893
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-286
894
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-10
895
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-144
896
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897
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898
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-125
899
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900
– –
-139
34 35
36
37 38