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
1026
$1.76K ﹤0.01%
19
1027
$1.73K ﹤0.01%
200
1028
$1.7K ﹤0.01%
91
+51
1029
$1.68K ﹤0.01%
18
1030
$1.62K ﹤0.01%
100
1031
$1.62K ﹤0.01%
5
-10
1032
$1.59K ﹤0.01%
267
1033
$1.58K ﹤0.01%
44
1034
$1.56K ﹤0.01%
14
1035
$1.55K ﹤0.01%
5
1036
$1.5K ﹤0.01%
73
1037
$1.49K ﹤0.01%
+23
1038
$1.48K ﹤0.01%
15
1039
$1.46K ﹤0.01%
187
1040
$1.46K ﹤0.01%
100
1041
$1.43K ﹤0.01%
23
1042
$1.42K ﹤0.01%
14
1043
$1.35K ﹤0.01%
+12
1044
$1.33K ﹤0.01%
25
-180
1045
$1.29K ﹤0.01%
200
1046
$1.28K ﹤0.01%
30
+20
1047
$1.27K ﹤0.01%
9
1048
$1.26K ﹤0.01%
32
1049
$1.24K ﹤0.01%
119
+9
1050
$1.22K ﹤0.01%
40
40 41
42
43 44