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
876
$8.76K ﹤0.01%
630
877
$8.71K ﹤0.01%
199
878
$8.7K ﹤0.01%
90
-12
879
$8.69K ﹤0.01%
295
+4
880
$8.68K ﹤0.01%
+413
881
$8.68K ﹤0.01%
129
882
$8.64K ﹤0.01%
207
-839
883
$8.56K ﹤0.01%
130
884
$8.55K ﹤0.01%
48
885
$8.55K ﹤0.01%
135
886
$8.53K ﹤0.01%
29
887
$8.53K ﹤0.01%
78
888
$8.49K ﹤0.01%
281
889
$8.46K ﹤0.01%
187
890
$8.45K ﹤0.01%
286
891
$8.39K ﹤0.01%
500
892
$8.25K ﹤0.01%
69
-5,623
893
$8.22K ﹤0.01%
125
894
$8.18K ﹤0.01%
226
895
$8.16K ﹤0.01%
200
896
$8.15K ﹤0.01%
75
-400
897
$8.13K ﹤0.01%
180
898
$8.13K ﹤0.01%
700
+121
899
$8.08K ﹤0.01%
62
900
$8.03K ﹤0.01%
100
34 35
36
37 38