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
1126
$320 ﹤0.01%
18
1127
$317 ﹤0.01%
4
1128
$313 ﹤0.01%
+8
1129
$298 ﹤0.01%
5
-157
1130
$286 ﹤0.01%
14
1131
$285 ﹤0.01%
100
1132
$274 ﹤0.01%
1
1133
$271 ﹤0.01%
265
1134
$258 ﹤0.01%
6
1135
$243 ﹤0.01%
7
1136
$228 ﹤0.01%
3
1137
$226 ﹤0.01%
2
-1,019
1138
$216 ﹤0.01%
45
-10
1139
$216 ﹤0.01%
10
1140
$185 ﹤0.01%
+6
1141
$184 ﹤0.01%
3
1142
$183 ﹤0.01%
4
1143
$167 ﹤0.01%
35
1144
$167 ﹤0.01%
4
-194
1145
$167 ﹤0.01%
30
1146
$166 ﹤0.01%
27
1147
$157 ﹤0.01%
4
1148
$155 ﹤0.01%
4
1149
$147 ﹤0.01%
9
1150
$133 ﹤0.01%
2
44 45
46
47 48