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
901
$5.67K ﹤0.01%
175
902
$5.62K ﹤0.01%
310
903
$5.61K ﹤0.01%
78
904
$5.41K ﹤0.01%
93
905
$5.4K ﹤0.01%
200
906
$5.38K ﹤0.01%
100
907
$5.35K ﹤0.01%
+125
908
$5.35K ﹤0.01%
200
909
$5.33K ﹤0.01%
160
910
$5.22K ﹤0.01%
77
+10
911
$5.08K ﹤0.01%
128
912
$5.07K ﹤0.01%
90
913
$5.06K ﹤0.01%
235
-14
914
$5K ﹤0.01%
+226
915
$4.96K ﹤0.01%
75
916
$4.86K ﹤0.01%
168
917
$4.85K ﹤0.01%
121
918
$4.82K ﹤0.01%
38
+2
919
$4.81K ﹤0.01%
131
920
$4.7K ﹤0.01%
15
921
$4.66K ﹤0.01%
850
+65
922
$4.62K ﹤0.01%
57
923
$4.57K ﹤0.01%
100
924
$4.48K ﹤0.01%
175
925
$4.47K ﹤0.01%
50
35 36
37
38 39