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
1051
$1.19K ﹤0.01%
51
1052
$1.19K ﹤0.01%
8
1053
$1.17K ﹤0.01%
5
-10
1054
$1.16K ﹤0.01%
+24
1055
$1.16K ﹤0.01%
20
1056
$1.16K ﹤0.01%
+7
1057
$1.16K ﹤0.01%
25
1058
$1.16K ﹤0.01%
39
1059
$1.15K ﹤0.01%
+89
1060
$1.13K ﹤0.01%
59
1061
$1.13K ﹤0.01%
50
1062
$1.09K ﹤0.01%
12
1063
$1.08K ﹤0.01%
23
1064
$1.08K ﹤0.01%
48
1065
$1.07K ﹤0.01%
300
1066
$1.07K ﹤0.01%
500
1067
$1.06K ﹤0.01%
415
1068
$1.04K ﹤0.01%
1,051
1069
$1.03K ﹤0.01%
171
+56
1070
$1.03K ﹤0.01%
22
1071
$1.03K ﹤0.01%
5
1072
$1.03K ﹤0.01%
60
1073
$1.01K ﹤0.01%
7
1074
$1.01K ﹤0.01%
7
1075
$993 ﹤0.01%
35
41 42
43
44 45