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
126
$1.93M 0.17%
56,340
-4,110
127
$1.91M 0.17%
75,705
+1,515
128
$1.91M 0.17%
208,544
129
$1.87M 0.17%
24,964
-479
130
$1.83M 0.17%
28,994
-3,464
131
$1.82M 0.16%
40,338
-2,010
132
$1.81M 0.16%
13,762
-240
133
$1.8M 0.16%
51,641
+26
134
$1.8M 0.16%
59,148
-1,710
135
$1.79M 0.16%
19,812
+271
136
$1.78M 0.16%
25,180
-326
137
$1.74M 0.16%
16,948
-585
138
$1.73M 0.16%
59,526
-3,076
139
$1.73M 0.16%
23,744
-7,935
140
$1.72M 0.16%
13,305
-2,997
141
$1.7M 0.15%
80,231
+1,258
142
$1.7M 0.15%
20,802
+3,817
143
$1.7M 0.15%
40,281
+7,244
144
$1.68M 0.15%
14,478
+771
145
$1.66M 0.15%
27,310
+108
146
$1.64M 0.15%
62,490
+33,520
147
$1.61M 0.15%
52,261
-1,066
148
$1.6M 0.15%
26,730
+11,833
149
$1.48M 0.13%
49,053
-5,060
150
$1.47M 0.13%
19,539
-1,640
4 5
6
7 8