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
101
$5.3M 0.22%
26,447
-1,790
102
$5.3M 0.22%
238,865
+18,204
103
$5.17M 0.21%
243,773
+28,555
104
$5.15M 0.21%
34,952
-948
105
$5.01M 0.21%
44,161
-309
106
$4.98M 0.21%
20,989
+472
107
$4.97M 0.2%
193,230
+33,241
108
$4.83M 0.2%
20,309
+104
109
$4.82M 0.2%
93,151
-9,602
110
$4.75M 0.2%
5,695
+1,381
111
$4.74M 0.2%
73,038
-1,499
112
$4.63M 0.19%
43,985
+834
113
$4.61M 0.19%
57,989
-5,673
114
$4.6M 0.19%
22,272
+26
115
$4.52M 0.19%
171,231
+25,700
116
$4.42M 0.18%
10,580
-261
117
$4.24M 0.17%
22,358
+135
118
$4.19M 0.17%
16,878
-374
119
$4.12M 0.17%
15,991
-884
120
$4.12M 0.17%
52,159
-18,367
121
$4.08M 0.17%
13,695
-265
122
$3.99M 0.16%
14,425
-262
123
$3.85M 0.16%
125,023
+15,770
124
$3.85M 0.16%
53,563
+3,267
125
$3.79M 0.16%
112,903
-3,211
3 4
5
6 7