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
1101
$634 ﹤0.01%
73
1102
$627 ﹤0.01%
+12
1103
$616 ﹤0.01%
440
1104
$614 ﹤0.01%
20
1105
$582 ﹤0.01%
1
1106
$579 ﹤0.01%
95
1107
$566 ﹤0.01%
50
1108
$551 ﹤0.01%
+86
1109
$544 ﹤0.01%
+86
1110
$543 ﹤0.01%
+28
1111
$537 ﹤0.01%
5
1112
$486 ﹤0.01%
6
1113
$483 ﹤0.01%
17
1114
$483 ﹤0.01%
10
1115
$463 ﹤0.01%
201
1116
$461 ﹤0.01%
+35
1117
$422 ﹤0.01%
+2
1118
$416 ﹤0.01%
4
1119
$414 ﹤0.01%
13
1120
$410 ﹤0.01%
26
1121
$406 ﹤0.01%
122
1122
$361 ﹤0.01%
+33
1123
$352 ﹤0.01%
4
1124
$342 ﹤0.01%
+17
1125
$339 ﹤0.01%
100
43 44
45
46 47