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
176
$865K 0.08%
11,882
+11,632
177
$862K 0.08%
7,472
+1,410
178
$848K 0.08%
14,373
+1,015
179
$834K 0.08%
22,407
-4,990
180
$830K 0.08%
28,546
+3,659
181
$821K 0.07%
18,085
+280
182
$816K 0.07%
57,080
-1,750
183
$811K 0.07%
8,306
-1,385
184
$800K 0.07%
4,622
+8
185
$783K 0.07%
3,491
+8
186
$769K 0.07%
7,756
-3,706
187
$761K 0.07%
8,504
+1,280
188
$754K 0.07%
14,157
-174
189
$754K 0.07%
7,290
+2,105
190
$724K 0.07%
70,878
-4,122
191
$694K 0.06%
3,665
-385
192
$692K 0.06%
12,777
-1,167
193
$681K 0.06%
148,018
-1,767
194
$669K 0.06%
16,518
-2,296
195
$657K 0.06%
17,777
+918
196
$656K 0.06%
13,759
-395
197
$643K 0.06%
8,591
-1,453
198
$614K 0.06%
21,371
-1,506
199
$604K 0.05%
7,471
-668
200
$576K 0.05%
4,358
-158
6 7
8
9 10