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
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