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
951
$5.27K ﹤0.01%
72
952
$5.27K ﹤0.01%
55
-202
953
$5.19K ﹤0.01%
136
-1,344
954
$5.16K ﹤0.01%
120
955
$4.99K ﹤0.01%
175
956
$4.97K ﹤0.01%
112
957
$4.96K ﹤0.01%
68
-119
958
$4.88K ﹤0.01%
+160
959
$4.87K ﹤0.01%
+173
960
$4.75K ﹤0.01%
218
+2
961
$4.75K ﹤0.01%
350
962
$4.73K ﹤0.01%
504
963
$4.68K ﹤0.01%
86
964
$4.68K ﹤0.01%
+200
965
$4.6K ﹤0.01%
176
+5
966
$4.56K ﹤0.01%
272
967
$4.5K ﹤0.01%
147
968
$4.5K ﹤0.01%
200
969
$4.43K ﹤0.01%
193
970
$4.33K ﹤0.01%
90
971
$4.28K ﹤0.01%
82
972
$4.17K ﹤0.01%
1,000
973
$4.15K ﹤0.01%
118
974
$4.14K ﹤0.01%
127
975
$4.13K ﹤0.01%
3,300
37 38
39
40 41