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
$1.1B
AUM Growth
-$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.08M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.37M

Top Sells

1
+$1.12M
2
+$849K
3
+$742K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$709K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$681K

Sector Composition

1 Technology 13.8%
2 Healthcare 10.99%
3 Financials 9.49%
4 Consumer Discretionary 6.89%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.68M 0.33%
16,224
-67
77
$3.6M 0.33%
74,536
-379
78
$3.58M 0.32%
46,994
-2,131
79
$3.56M 0.32%
14,296
-884
80
$3.54M 0.32%
42,957
-4,085
81
$3.5M 0.32%
24,435
+585
82
$3.45M 0.31%
62,261
+2,129
83
$3.43M 0.31%
44,330
-3,486
84
$3.4M 0.31%
155,040
+149,697
85
$3.37M 0.3%
31,260
+193
86
$3.34M 0.3%
77,336
-3,284
87
$3.33M 0.3%
107,456
-127
88
$3.32M 0.3%
40,904
-1,067
89
$3.32M 0.3%
96,490
+13,736
90
$3.3M 0.3%
72,419
+18,302
91
$3.18M 0.29%
71,900
+9,339
92
$3.14M 0.28%
27,545
-2,763
93
$3.05M 0.28%
123,310
+34,545
94
$3.03M 0.27%
121,385
+39,870
95
$3.01M 0.27%
56,326
+6,384
96
$2.98M 0.27%
119,105
+22,740
97
$2.93M 0.27%
21,434
-834
98
$2.77M 0.25%
101,346
+17,316
99
$2.73M 0.25%
17,659
+4,702
100
$2.72M 0.25%
18,026
-4,919
2 3
4
5 6