SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.82M
3
+$1.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M

Top Sells

1
+$1.91M
2
+$1.45M
3
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.17M

Sector Composition

1 Technology 16.89%
2 Healthcare 9.07%
3 Financials 8.63%
4 Consumer Discretionary 6.52%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$1.61K ﹤0.01%
80
1052
$1.58K ﹤0.01%
19
1053
$1.57K ﹤0.01%
44
1054
$1.53K ﹤0.01%
+60
1055
$1.49K ﹤0.01%
53
1056
$1.45K ﹤0.01%
100
1057
$1.42K ﹤0.01%
+19
1058
$1.41K ﹤0.01%
+14
1059
$1.4K ﹤0.01%
1,051
+1,011
1060
$1.39K ﹤0.01%
23
1061
$1.35K ﹤0.01%
110
1062
$1.34K ﹤0.01%
100
1063
$1.32K ﹤0.01%
211
1064
$1.22K ﹤0.01%
+39
1065
$1.21K ﹤0.01%
+9
1066
$1.19K ﹤0.01%
15
1067
$1.15K ﹤0.01%
40
1068
$1.14K ﹤0.01%
8
1069
$1.13K ﹤0.01%
+3
1070
$1.1K ﹤0.01%
32
1071
$1.09K ﹤0.01%
25
-72
1072
$1.07K ﹤0.01%
+7
1073
$1.07K ﹤0.01%
20
1074
$1.07K ﹤0.01%
+23
1075
$1.05K ﹤0.01%
+48
41 42
43
44 45