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
1026
$2.25K ﹤0.01%
80
1027
$2.22K ﹤0.01%
24
1028
$2.21K ﹤0.01%
150
1029
$2.14K ﹤0.01%
15
-23
1030
$2.09K ﹤0.01%
+73
1031
$2.08K ﹤0.01%
23
1032
$2.02K ﹤0.01%
1,385
1033
$1.96K ﹤0.01%
19
1034
$1.95K ﹤0.01%
91
1035
$1.94K ﹤0.01%
+100
1036
$1.93K ﹤0.01%
1,000
1037
$1.88K ﹤0.01%
102
1038
$1.88K ﹤0.01%
26
1039
$1.87K ﹤0.01%
187
1040
$1.86K ﹤0.01%
+37
1041
$1.79K ﹤0.01%
39
1042
$1.77K ﹤0.01%
100
1043
$1.77K ﹤0.01%
200
1044
$1.75K ﹤0.01%
800
1045
$1.75K ﹤0.01%
200
1046
$1.74K ﹤0.01%
165
1047
$1.72K ﹤0.01%
785
1048
$1.72K ﹤0.01%
76
-1
1049
$1.66K ﹤0.01%
33
1050
$1.65K ﹤0.01%
+38
40 41
42
43 44