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
126
$3.36M 0.17%
20,973
-230
127
$3.31M 0.16%
42,638
+1,332
128
$3.27M 0.16%
117,919
-5,656
129
$3.22M 0.16%
208,544
130
$3.15M 0.16%
12,924
+803
131
$3.1M 0.15%
18,732
-2,528
132
$3.03M 0.15%
20,826
-2,216
133
$3.01M 0.15%
30,329
+29,018
134
$2.93M 0.15%
3,874
+435
135
$2.88M 0.14%
114,032
+20,032
136
$2.75M 0.14%
775
-27
137
$2.75M 0.14%
13,677
+483
138
$2.68M 0.13%
11,304
-236
139
$2.67M 0.13%
29,843
-704
140
$2.65M 0.13%
19,458
-268
141
$2.54M 0.13%
9,758
-5,831
142
$2.53M 0.13%
54,933
-2,788
143
$2.51M 0.13%
8,725
-792
144
$2.47M 0.12%
5,113
+193
145
$2.36M 0.12%
13,869
-3,863
146
$2.33M 0.12%
44,454
+1,871
147
$2.31M 0.12%
46,674
-1,110
148
$2.3M 0.11%
33,675
-1,555
149
$2.26M 0.11%
4,979
-303
150
$2.24M 0.11%
11,633
-2,189
4 5
6
7 8