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
176
$1.96M 0.08%
7,490
-320
177
$1.92M 0.08%
52,359
+5,359
178
$1.9M 0.08%
47,815
+2,844
179
$1.87M 0.08%
10,731
-72
180
$1.85M 0.08%
15,802
-87
181
$1.74M 0.07%
19,794
+252
182
$1.72M 0.07%
14,947
+3,171
183
$1.71M 0.07%
6,479
-17
184
$1.69M 0.07%
18,951
+1,181
185
$1.68M 0.07%
10,052
+235
186
$1.67M 0.07%
7,949
-1,286
187
$1.62M 0.07%
14,695
-557
188
$1.61M 0.07%
6,443
+275
189
$1.57M 0.06%
4,111
-9
190
$1.55M 0.06%
50,184
+5,099
191
$1.49M 0.06%
12,958
-465
192
$1.49M 0.06%
17,789
-20
193
$1.47M 0.06%
10,749
-643
194
$1.46M 0.06%
9,206
-473
195
$1.45M 0.06%
64,269
+3
196
$1.45M 0.06%
9,207
197
$1.43M 0.06%
61,151
-25,866
198
$1.43M 0.06%
15,894
+45
199
$1.37M 0.06%
13,773
+10,781
200
$1.37M 0.06%
10,113
-7
6 7
8
9 10