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
951
$3.62K ﹤0.01%
15
952
$3.59K ﹤0.01%
46
+5
953
$3.57K ﹤0.01%
931
954
$3.55K ﹤0.01%
180
955
$3.55K ﹤0.01%
25
956
$3.54K ﹤0.01%
214
+2
957
$3.53K ﹤0.01%
560
958
$3.49K ﹤0.01%
185
959
$3.48K ﹤0.01%
110
960
$3.48K ﹤0.01%
20
-117
961
$3.47K ﹤0.01%
+50
962
$3.44K ﹤0.01%
+25
963
$3.4K ﹤0.01%
200
964
$3.37K ﹤0.01%
80
965
$3.37K ﹤0.01%
192
-168
966
$3.35K ﹤0.01%
82
967
$3.34K ﹤0.01%
+70
968
$3.26K ﹤0.01%
1,400
+400
969
$3.26K ﹤0.01%
70
970
$3.21K ﹤0.01%
92
971
$3.13K ﹤0.01%
63
972
$3.11K ﹤0.01%
102
+100
973
$3.08K ﹤0.01%
52
-273
974
$3.06K ﹤0.01%
50
975
$3.04K ﹤0.01%
29
37 38
39
40 41