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
1001
$2.95K ﹤0.01%
231
1002
$2.95K ﹤0.01%
48
1003
$2.94K ﹤0.01%
16
-37
1004
$2.93K ﹤0.01%
42
1005
$2.79K ﹤0.01%
+75
1006
$2.76K ﹤0.01%
16
1007
$2.75K ﹤0.01%
43
1008
$2.74K ﹤0.01%
962
1009
$2.73K ﹤0.01%
92
-8
1010
$2.73K ﹤0.01%
170
1011
$2.71K ﹤0.01%
2,300
+300
1012
$2.7K ﹤0.01%
78
-293
1013
$2.69K ﹤0.01%
2,800
1014
$2.63K ﹤0.01%
55
-13
1015
$2.62K ﹤0.01%
80
1016
$2.55K ﹤0.01%
116
+1
1017
$2.54K ﹤0.01%
213
1018
$2.51K ﹤0.01%
52
1019
$2.46K ﹤0.01%
70
1020
$2.42K ﹤0.01%
32
1021
$2.41K ﹤0.01%
100
1022
$2.4K ﹤0.01%
7
1023
$2.38K ﹤0.01%
116
1024
$2.36K ﹤0.01%
8
-7
1025
$2.28K ﹤0.01%
83
39 40
41
42 43