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
176
$1.65M 0.08%
7,205
-250
177
$1.59M 0.08%
9,739
-1,116
178
$1.58M 0.08%
+19,229
179
$1.57M 0.08%
6,733
-1,045
180
$1.54M 0.08%
39,869
-780
181
$1.48M 0.07%
12,173
+1,266
182
$1.47M 0.07%
54,393
+48,478
183
$1.45M 0.07%
14,397
-617
184
$1.45M 0.07%
28,132
+3,734
185
$1.45M 0.07%
5,738
-3,601
186
$1.44M 0.07%
18,888
-2,804
187
$1.42M 0.07%
28,085
-3,390
188
$1.41M 0.07%
20,651
+150
189
$1.41M 0.07%
29,900
-3,328
190
$1.39M 0.07%
18,610
+150
191
$1.38M 0.07%
38,435
+63
192
$1.32M 0.07%
5,431
-167
193
$1.27M 0.06%
5,320
+280
194
$1.27M 0.06%
2,910
+787
195
$1.27M 0.06%
4,063
196
$1.26M 0.06%
9,719
+449
197
$1.22M 0.06%
+9,207
198
$1.21M 0.06%
17,312
+34
199
$1.2M 0.06%
15,597
+1,668
200
$1.18M 0.06%
45,494
-3,161
6 7
8
9 10