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
1076
$1.03K ﹤0.01%
100
1077
$1.01K ﹤0.01%
300
1078
$1.01K ﹤0.01%
59
1079
$1.01K ﹤0.01%
73
1080
$1K ﹤0.01%
12
1081
$984 ﹤0.01%
+2
1082
$976 ﹤0.01%
51
1083
$954 ﹤0.01%
200
1084
$939 ﹤0.01%
+2,001
1085
$919 ﹤0.01%
+33
1086
$915 ﹤0.01%
187
-1
1087
$910 ﹤0.01%
500
1088
$908 ﹤0.01%
131
+85
1089
$904 ﹤0.01%
100
-1,000
1090
$900 ﹤0.01%
+5
1091
$896 ﹤0.01%
30
1092
$845 ﹤0.01%
+22
1093
$838 ﹤0.01%
12
1094
$837 ﹤0.01%
35
+15
1095
$832 ﹤0.01%
50
1096
$832 ﹤0.01%
440
+41
1097
$831 ﹤0.01%
25
1098
$822 ﹤0.01%
17
1099
$819 ﹤0.01%
+1,050
1100
$813 ﹤0.01%
+7
42 43
44
45 46