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
1051
$1.63K ﹤0.01%
220
-50
1052
$1.63K ﹤0.01%
234
1053
$1.62K ﹤0.01%
36
-1
1054
$1.61K ﹤0.01%
200
1055
$1.56K ﹤0.01%
415
1056
$1.53K ﹤0.01%
150
1057
$1.49K ﹤0.01%
23
1058
$1.49K ﹤0.01%
17
1059
$1.45K ﹤0.01%
10
1060
$1.42K ﹤0.01%
+59
1061
$1.4K ﹤0.01%
73
1062
$1.37K ﹤0.01%
250
1063
$1.37K ﹤0.01%
30
1064
$1.36K ﹤0.01%
34
1065
$1.33K ﹤0.01%
50
1066
$1.33K ﹤0.01%
8
1067
$1.29K ﹤0.01%
20
-113
1068
$1.28K ﹤0.01%
14
1069
$1.28K ﹤0.01%
37
1070
$1.28K ﹤0.01%
600
1071
$1.27K ﹤0.01%
+25
1072
$1.24K ﹤0.01%
300
1073
$1.24K ﹤0.01%
500
1074
$1.24K ﹤0.01%
1,157
1075
$1.22K ﹤0.01%
100
41 42
43
44 45