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
1076
$945 ﹤0.01%
+90
1077
$945 ﹤0.01%
500
1078
$944 ﹤0.01%
39
1079
$933 ﹤0.01%
300
1080
$932 ﹤0.01%
34
+1
1081
$926 ﹤0.01%
4
1082
$907 ﹤0.01%
100
1083
$898 ﹤0.01%
6
-20
1084
$896 ﹤0.01%
1
1085
$895 ﹤0.01%
27
-51
1086
$891 ﹤0.01%
33
1087
$883 ﹤0.01%
12
1088
$878 ﹤0.01%
20
1089
$833 ﹤0.01%
1,050
1090
$826 ﹤0.01%
72
1091
$820 ﹤0.01%
100
1092
$761 ﹤0.01%
2
1093
$759 ﹤0.01%
20
1094
$737 ﹤0.01%
20
1095
$735 ﹤0.01%
+30
1096
$709 ﹤0.01%
131
1097
$702 ﹤0.01%
2,001
1098
$697 ﹤0.01%
+15
1099
$685 ﹤0.01%
5
1100
$648 ﹤0.01%
5
42 43
44
45 46