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
926
$6.59K ﹤0.01%
201
+1
927
$6.53K ﹤0.01%
66
928
$6.33K ﹤0.01%
164
929
$6.29K ﹤0.01%
69
930
$6.28K ﹤0.01%
64
931
$6.24K ﹤0.01%
57
932
$6.24K ﹤0.01%
185
-1,519
933
$6.08K ﹤0.01%
128
934
$6K ﹤0.01%
160
935
$5.96K ﹤0.01%
4,000
936
$5.95K ﹤0.01%
106
937
$5.92K ﹤0.01%
310
938
$5.91K ﹤0.01%
150
939
$5.9K ﹤0.01%
75
940
$5.81K ﹤0.01%
200
941
$5.79K ﹤0.01%
+300
942
$5.73K ﹤0.01%
175
943
$5.71K ﹤0.01%
400
-200
944
$5.71K ﹤0.01%
+230
945
$5.66K ﹤0.01%
300
946
$5.57K ﹤0.01%
+500
947
$5.52K ﹤0.01%
+200
948
$5.42K ﹤0.01%
132
949
$5.41K ﹤0.01%
600
950
$5.41K ﹤0.01%
121
36 37
38
39 40