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
151
$1.47M 0.13%
80,460
-7,760
152
$1.45M 0.13%
74,416
+8,776
153
$1.41M 0.13%
43,139
+2,072
154
$1.37M 0.12%
42,058
-7,124
155
$1.36M 0.12%
20,458
-2,391
156
$1.36M 0.12%
20,055
+2,383
157
$1.34M 0.12%
28,858
+3,933
158
$1.34M 0.12%
3,953
-217
159
$1.31M 0.12%
12,360
-1,015
160
$1.3M 0.12%
10,713
-246
161
$1.3M 0.12%
7,866
-225
162
$1.26M 0.11%
22,238
-206
163
$1.19M 0.11%
8,376
-791
164
$1.16M 0.11%
56,647
-6,160
165
$1.13M 0.1%
63,341
+10,165
166
$1.12M 0.1%
24,612
-2,043
167
$1.11M 0.1%
7,067
-75
168
$1.09M 0.1%
7,239
-1,455
169
$1.08M 0.1%
5,420
+602
170
$1.04M 0.09%
11,166
-1,557
171
$1.04M 0.09%
28,591
-14,780
172
$1.04M 0.09%
32,740
-5,645
173
$996K 0.09%
34,063
-2,526
174
$940K 0.09%
27,557
-4,097
175
$922K 0.08%
10,062
+8,853
5 6
7
8 9