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
1176
$83 ﹤0.01%
+4
1177
$83 ﹤0.01%
4
-55
1178
$77 ﹤0.01%
4
1179
$58 ﹤0.01%
3
1180
$56 ﹤0.01%
1
1181
$45 ﹤0.01%
+500
1182
$42 ﹤0.01%
2
1183
– –
0
1184
– –
-110
1185
$35 ﹤0.01%
4
1186
$34 ﹤0.01%
17
1187
$31 ﹤0.01%
5
1188
– –
-37
1189
$21 ﹤0.01%
1
1190
$15 ﹤0.01%
3
1191
$15 ﹤0.01%
5
1192
$13 ﹤0.01%
1
1193
$12 ﹤0.01%
+1
1194
$8 ﹤0.01%
50
-50
1195
$7 ﹤0.01%
1
1196
$7 ﹤0.01%
1
1197
– –
0
1198
– –
0
1199
– –
-870
1200
– –
-17
46 47
48
49 50