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
1151
$112 ﹤0.01%
+2
1152
$110 ﹤0.01%
+2
1153
$106 ﹤0.01%
2
1154
$95 ﹤0.01%
+2
1155
$95 ﹤0.01%
1
-50
1156
$85 ﹤0.01%
100
1157
$77 ﹤0.01%
17
1158
$76 ﹤0.01%
13
1159
$72 ﹤0.01%
15
1160
$69 ﹤0.01%
2
1161
$49 ﹤0.01%
1
1162
– –
0
1163
$34 ﹤0.01%
35
1164
$26 ﹤0.01%
3
1165
$21 ﹤0.01%
2
1166
– –
-25
1167
$19 ﹤0.01%
1
1168
$18 ﹤0.01%
5
1169
– –
0
1170
$15 ﹤0.01%
1
1171
– –
0
1172
$11 ﹤0.01%
3
1173
$9 ﹤0.01%
1
1174
$8 ﹤0.01%
2
1175
$6 ﹤0.01%
1
45 46
47
48 49