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
151
$2.16M 0.11%
7,141
+57
152
$2.14M 0.11%
16,080
+1,102
153
$2.13M 0.11%
13,230
+713
154
$2.13M 0.11%
34,618
-1,042
155
$2.07M 0.1%
23,210
-2,596
156
$2.04M 0.1%
24,787
-100
157
$2.01M 0.1%
13,257
-954
158
$1.97M 0.1%
7,912
-170
159
$1.95M 0.1%
21,720
+350
160
$1.94M 0.1%
12,355
-84
161
$1.94M 0.1%
14,931
+120
162
$1.92M 0.1%
12,370
-531
163
$1.88M 0.09%
65,161
-13,885
164
$1.87M 0.09%
35,987
+578
165
$1.81M 0.09%
14,066
-635
166
$1.78M 0.09%
17,010
-155
167
$1.76M 0.09%
21,667
+2,074
168
$1.75M 0.09%
68,949
+5,592
169
$1.74M 0.09%
16,224
-570
170
$1.74M 0.09%
67,367
+36,667
171
$1.74M 0.09%
18,497
-121
172
$1.71M 0.08%
50,663
-1,386
173
$1.7M 0.08%
+119,579
174
$1.7M 0.08%
28,480
+7,541
175
$1.68M 0.08%
20,062
-67
5 6
7
8 9