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
1076
$1.21K ﹤0.01%
45
1077
$1.17K ﹤0.01%
200
1078
$1.16K ﹤0.01%
36
-14
1079
$1.15K ﹤0.01%
+23
1080
$1.15K ﹤0.01%
50
1081
$1.08K ﹤0.01%
+15
1082
$1.08K ﹤0.01%
30
1083
$1.08K ﹤0.01%
12
1084
$1.01K ﹤0.01%
+100
1085
$1K ﹤0.01%
+96
1086
$998 ﹤0.01%
1,050
1087
$983 ﹤0.01%
9
1088
$977 ﹤0.01%
20
1089
$973 ﹤0.01%
39
1090
$961 ﹤0.01%
23
1091
$948 ﹤0.01%
4
-9
1092
$915 ﹤0.01%
750
1093
$904 ﹤0.01%
+24
1094
$899 ﹤0.01%
+75
1095
$890 ﹤0.01%
48
1096
$889 ﹤0.01%
72
1097
$887 ﹤0.01%
5
1098
$885 ﹤0.01%
22
1099
$860 ﹤0.01%
252
+100
1100
$824 ﹤0.01%
1,051
42 43
44
45 46