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
1101
$809 ﹤0.01%
10
1102
$777 ﹤0.01%
145
1103
$775 ﹤0.01%
1
-6
1104
$771 ﹤0.01%
20
1105
$754 ﹤0.01%
30
1106
$745 ﹤0.01%
12
1107
$745 ﹤0.01%
23
-190
1108
$730 ﹤0.01%
25
-13
1109
$722 ﹤0.01%
100
1110
$717 ﹤0.01%
51
1111
$668 ﹤0.01%
100
1112
$651 ﹤0.01%
20
-61
1113
$602 ﹤0.01%
3
-6
1114
$581 ﹤0.01%
+25
1115
$569 ﹤0.01%
45
1116
$562 ﹤0.01%
10
1117
$561 ﹤0.01%
73
1118
$527 ﹤0.01%
+5
1119
$514 ﹤0.01%
+22
1120
$510 ﹤0.01%
300
1121
$477 ﹤0.01%
100
1122
$445 ﹤0.01%
95
1123
$439 ﹤0.01%
+75
1124
$423 ﹤0.01%
13
1125
$417 ﹤0.01%
10
-80
43 44
45
46 47