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
1126
$408 ﹤0.01%
+50
1127
$401 ﹤0.01%
2
-2
1128
$398 ﹤0.01%
265
1129
$371 ﹤0.01%
1
1130
$363 ﹤0.01%
110
1131
$357 ﹤0.01%
17
1132
$355 ﹤0.01%
+250
1133
$354 ﹤0.01%
201
1134
$351 ﹤0.01%
34
1135
$347 ﹤0.01%
400
1136
$327 ﹤0.01%
17
1137
$321 ﹤0.01%
10
1138
$292 ﹤0.01%
3
1139
$286 ﹤0.01%
18
1140
$275 ﹤0.01%
7
1141
$270 ﹤0.01%
4
-27
1142
$266 ﹤0.01%
6
1143
$260 ﹤0.01%
16
1144
$253 ﹤0.01%
89
1145
$245 ﹤0.01%
+100
1146
$238 ﹤0.01%
2
-3
1147
$235 ﹤0.01%
17
-2
1148
$231 ﹤0.01%
26
1149
$231 ﹤0.01%
+3
1150
$223 ﹤0.01%
28
44 45
46
47 48