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
76
$6.12M 0.3%
83,068
+94
77
$6.01M 0.3%
26,432
+126
78
$5.94M 0.3%
75,165
-6,685
79
$5.84M 0.29%
23,769
+507
80
$5.71M 0.28%
75,824
+11,870
81
$5.7M 0.28%
230,145
+990
82
$5.68M 0.28%
38,107
-437
83
$5.63M 0.28%
54,093
-718
84
$5.6M 0.28%
109,212
-9,726
85
$5.57M 0.28%
65,133
-517
86
$5.47M 0.27%
228,765
-1,985
87
$5.45M 0.27%
19,916
+1,977
88
$5.45M 0.27%
30,484
-1,177
89
$5.44M 0.27%
227,690
-1,970
90
$5.42M 0.27%
107,864
-7,432
91
$5.32M 0.26%
212,169
-670
92
$5.18M 0.26%
207,934
-6,820
93
$5.08M 0.25%
46,560
-1,075
94
$4.93M 0.25%
42,473
-418
95
$4.91M 0.24%
130,233
-6,539
96
$4.89M 0.24%
77,283
+57
97
$4.8M 0.24%
127,777
-773
98
$4.8M 0.24%
95,425
-5,839
99
$4.78M 0.24%
108,942
+362
100
$4.77M 0.24%
27,964
+1,037
2 3
4
5 6