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SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$3.85M
2
+$3.76M
3
+$3.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.08M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.77M

Top Sells

1
+$2.61M
2
+$1.34M
3
+$1.18M
4
ABT icon
Abbott
ABT
+$1.07M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$880K

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
1201
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-29
1202
– –
-250
1203
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-15
1204
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-53
1205
– –
-420
1206
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-154
1207
– –
-5
1208
– –
-800
1209
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-636
1210
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-6
1211
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-58
1212
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-1,500
1213
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-27
1214
– –
-8
1215
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-10
1216
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-17
1217
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-70
1218
– –
-367
1219
– –
-3
1220
– –
-64
1221
– –
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1222
– –
-1,917
1223
– –
-27
1224
– –
-2,000
1225
– –
-177
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