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
926
$4.47K ﹤0.01%
192
927
$4.33K ﹤0.01%
133
928
$4.31K ﹤0.01%
236
+70
929
$4.29K ﹤0.01%
27
930
$4.26K ﹤0.01%
3
931
$4.25K ﹤0.01%
+175
932
$4.24K ﹤0.01%
150
933
$4.18K ﹤0.01%
504
934
$4.18K ﹤0.01%
270
+50
935
$4.14K ﹤0.01%
5
-10
936
$4.14K ﹤0.01%
250
937
$4.11K ﹤0.01%
75
938
$4.11K ﹤0.01%
112
939
$4.02K ﹤0.01%
300
940
$3.93K ﹤0.01%
101
941
$3.92K ﹤0.01%
272
942
$3.87K ﹤0.01%
127
943
$3.85K ﹤0.01%
200
944
$3.84K ﹤0.01%
23
945
$3.82K ﹤0.01%
+25
946
$3.74K ﹤0.01%
272
+100
947
$3.69K ﹤0.01%
29
-150
948
$3.67K ﹤0.01%
71
+2
949
$3.63K ﹤0.01%
121
950
$3.62K ﹤0.01%
27
-51
36 37
38
39 40