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
101
$4.69M 0.23%
116,797
-1,276
102
$4.68M 0.23%
32,378
+2,941
103
$4.56M 0.23%
197,552
+8,200
104
$4.55M 0.23%
11,389
-271
105
$4.54M 0.23%
15,356
+1,358
106
$4.41M 0.22%
10,013
+9
107
$4.4M 0.22%
30,099
-2,500
108
$4.16M 0.21%
17,206
-586
109
$4.15M 0.21%
30,566
+397
110
$4.1M 0.2%
17,335
-284
111
$4M 0.2%
184,783
+18,186
112
$3.94M 0.2%
12,694
+610
113
$3.94M 0.2%
11,669
+681
114
$3.88M 0.19%
105,179
+3,451
115
$3.72M 0.19%
46,957
+2,115
116
$3.7M 0.18%
5,236
+451
117
$3.66M 0.18%
75,578
-1,300
118
$3.62M 0.18%
16,950
+2,789
119
$3.53M 0.18%
15,172
-85
120
$3.49M 0.17%
36,397
-772
121
$3.49M 0.17%
168,132
+22,696
122
$3.44M 0.17%
58,380
-28,714
123
$3.4M 0.17%
15,776
124
$3.4M 0.17%
16,162
-279
125
$3.39M 0.17%
11,315
-279
3 4
5
6 7