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
1151
$222 ﹤0.01%
132
1152
$217 ﹤0.01%
33
1153
$206 ﹤0.01%
35
1154
$188 ﹤0.01%
1
1155
$181 ﹤0.01%
4
1156
$179 ﹤0.01%
1
1157
$175 ﹤0.01%
+50
1158
$172 ﹤0.01%
100
1159
$172 ﹤0.01%
10
1160
$166 ﹤0.01%
3
-75
1161
$164 ﹤0.01%
2
1162
$157 ﹤0.01%
+13
1163
$151 ﹤0.01%
6
1164
$149 ﹤0.01%
4
1165
$148 ﹤0.01%
21
-4,942
1166
$138 ﹤0.01%
550
1167
$133 ﹤0.01%
+100
1168
$125 ﹤0.01%
41
1169
$125 ﹤0.01%
55
-40
1170
$117 ﹤0.01%
5
-5
1171
$113 ﹤0.01%
+8
1172
$111 ﹤0.01%
122
1173
$102 ﹤0.01%
40
-60
1174
$102 ﹤0.01%
2
1175
$99 ﹤0.01%
35
45 46
47
48 49