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
in Stake 		Capital Flow
151
$2.69M 0.11%
41,296
-2,295
152
$2.66M 0.11%
7,086
-1,069
153
$2.63M 0.11%
8,169
-226
154
$2.61M 0.11%
11,821
-177
155
$2.6M 0.11%
23,265
-1,026
156
$2.58M 0.11%
20,443
-302
157
$2.57M 0.11%
13,467
+148
158
$2.54M 0.1%
16,498
+676
159
$2.53M 0.1%
23,032
+7,793
160
$2.49M 0.1%
30,153
-1,275
161
$2.46M 0.1%
43,397
-1,416
162
$2.43M 0.1%
10,981
+1,045
163
$2.4M 0.1%
31,915
+5,258
164
$2.4M 0.1%
23,064
-2,340
165
$2.34M 0.1%
38,790
+1,338
166
$2.32M 0.1%
22,906
+661
167
$2.29M 0.09%
39,930
+2,664
168
$2.26M 0.09%
18,615
-63
169
$2.25M 0.09%
14,016
-122
170
$2.25M 0.09%
4,263
-26
171
$2.23M 0.09%
30,903
+1,683
172
$2.06M 0.08%
34,842
+2,405
173
$2.05M 0.08%
15,203
+169
174
$2.03M 0.08%
20,385
-6,388
175
$1.97M 0.08%
15,351
-255
5 6
7
8 9