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
976
$3.01K ﹤0.01%
674
977
$2.98K ﹤0.01%
230
+11
978
$2.95K ﹤0.01%
150
979
$2.94K ﹤0.01%
300
-50
980
$2.88K ﹤0.01%
100
981
$2.84K ﹤0.01%
+35
982
$2.8K ﹤0.01%
32
983
$2.8K ﹤0.01%
59
984
$2.79K ﹤0.01%
150
985
$2.76K ﹤0.01%
76
986
$2.76K ﹤0.01%
185
987
$2.76K ﹤0.01%
+100
988
$2.74K ﹤0.01%
87
-200
989
$2.72K ﹤0.01%
35
990
$2.7K ﹤0.01%
187
-55
991
$2.66K ﹤0.01%
+144
992
$2.65K ﹤0.01%
350
+50
993
$2.62K ﹤0.01%
45
994
$2.54K ﹤0.01%
213
-168
995
$2.48K ﹤0.01%
+200
996
$2.46K ﹤0.01%
52
997
$2.45K ﹤0.01%
181
998
$2.44K ﹤0.01%
165
999
$2.43K ﹤0.01%
150
1000
$2.35K ﹤0.01%
48
38 39
40
41 42