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
1001
$2.35K ﹤0.01%
102
-103
1002
$2.33K ﹤0.01%
+16
1003
$2.33K ﹤0.01%
57
1004
$2.33K ﹤0.01%
91
1005
$2.33K ﹤0.01%
116
1006
$2.3K ﹤0.01%
100
1007
$2.28K ﹤0.01%
23
1008
$2.26K ﹤0.01%
750
+500
1009
$2.25K ﹤0.01%
33
1010
$2.21K ﹤0.01%
30
1011
$2.21K ﹤0.01%
1,000
1012
$2.17K ﹤0.01%
100
1013
$2.15K ﹤0.01%
55
1014
$2.15K ﹤0.01%
79
1015
$2.14K ﹤0.01%
+7
1016
$2.12K ﹤0.01%
24
1017
$2.09K ﹤0.01%
41
1018
$2.04K ﹤0.01%
80
1019
$2.01K ﹤0.01%
+108
1020
$1.96K ﹤0.01%
+36
1021
$1.92K ﹤0.01%
+20
1022
$1.91K ﹤0.01%
36
-2
1023
$1.88K ﹤0.01%
27
1024
$1.85K ﹤0.01%
63
1025
$1.8K ﹤0.01%
39
39 40
41
42 43