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
901
$7.94K ﹤0.01%
111
-100
902
$7.88K ﹤0.01%
225
903
$7.69K ﹤0.01%
+380
904
$7.63K ﹤0.01%
330
+20
905
$7.61K ﹤0.01%
120
-256
906
$7.54K ﹤0.01%
150
907
$7.51K ﹤0.01%
800
908
$7.38K ﹤0.01%
200
909
$7.37K ﹤0.01%
67
910
$7.33K ﹤0.01%
517
911
$7.26K ﹤0.01%
+321
912
$7.21K ﹤0.01%
178
913
$7.17K ﹤0.01%
60
914
$7.1K ﹤0.01%
462
915
$7.03K ﹤0.01%
123
916
$7.02K ﹤0.01%
151
+3
917
$6.95K ﹤0.01%
133
918
$6.94K ﹤0.01%
1,000
919
$6.92K ﹤0.01%
437
+10
920
$6.9K ﹤0.01%
99
-263
921
$6.85K ﹤0.01%
312
922
$6.76K ﹤0.01%
+75
923
$6.75K ﹤0.01%
500
924
$6.72K ﹤0.01%
53
-25
925
$6.66K ﹤0.01%
85
35 36
37
38 39