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
876
$6.99K ﹤0.01%
1,491
877
$6.98K ﹤0.01%
1,004
-100
878
$6.91K ﹤0.01%
600
879
$6.9K ﹤0.01%
500
880
$6.85K ﹤0.01%
870
881
$6.77K ﹤0.01%
130
882
$6.59K ﹤0.01%
102
883
$6.47K ﹤0.01%
134
884
$6.46K ﹤0.01%
66
885
$6.44K ﹤0.01%
2,000
886
$6.41K ﹤0.01%
100
-2,000
887
$6.37K ﹤0.01%
1,917
888
$6.33K ﹤0.01%
517
889
$6.33K ﹤0.01%
64
-1,019
890
$6.32K ﹤0.01%
286
891
$6.26K ﹤0.01%
600
+100
892
$6.2K ﹤0.01%
216
+156
893
$6.13K ﹤0.01%
164
-554
894
$6.11K ﹤0.01%
60
895
$6.11K ﹤0.01%
408
+14
896
$6.07K ﹤0.01%
143
+2
897
$6.03K ﹤0.01%
106
898
$5.93K ﹤0.01%
320
899
$5.92K ﹤0.01%
350
-221
900
$5.79K ﹤0.01%
+116
34 35
36
37 38