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
$1.1B
AUM Growth
-$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.08M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.8M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.37M

Top Sells

1
+$1.12M
2
+$849K
3
+$742K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$709K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$681K

Sector Composition

1 Technology 13.8%
2 Healthcare 10.99%
3 Financials 9.49%
4 Consumer Discretionary 6.89%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.72M 0.25%
54,237
+2,133
102
$2.68M 0.24%
29,502
-2,282
103
$2.68M 0.24%
38,337
+5,478
104
$2.6M 0.24%
105,610
+12,260
105
$2.58M 0.23%
95,879
-9,185
106
$2.58M 0.23%
105,270
+41,855
107
$2.58M 0.23%
103,900
+16,280
108
$2.52M 0.23%
102,848
+55,973
109
$2.52M 0.23%
21,375
-1,861
110
$2.5M 0.23%
15,992
+1,362
111
$2.35M 0.21%
15,728
+1,030
112
$2.34M 0.21%
16,599
+1,252
113
$2.3M 0.21%
17,968
-478
114
$2.23M 0.2%
16,138
-42
115
$2.2M 0.2%
24,658
+1,960
116
$2.15M 0.19%
52,619
-4,167
117
$2.14M 0.19%
29,635
+1,462
118
$2.13M 0.19%
47,748
-15,272
119
$2.12M 0.19%
10,475
-382
120
$2.12M 0.19%
23,972
-30
121
$2.11M 0.19%
11,927
+966
122
$2.06M 0.19%
53,401
-8,174
123
$2.02M 0.18%
40,130
+6,353
124
$1.96M 0.18%
17,147
+394
125
$1.96M 0.18%
29,822
+19,157
3 4
5
6 7