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
201
$571K 0.05%
15,886
+602
202
$568K 0.05%
13,784
-160
203
$566K 0.05%
15,080
+60
204
$558K 0.05%
21,320
+7,285
205
$543K 0.05%
6,235
+565
206
$540K 0.05%
7,501
-58
207
$539K 0.05%
3,459
-100
208
$522K 0.05%
22,591
209
$520K 0.05%
8,114
-429
210
$515K 0.05%
8,755
211
$514K 0.05%
20,020
+4,975
212
$512K 0.05%
15,482
-286
213
$509K 0.05%
10,331
+9,431
214
$499K 0.05%
19,650
215
$496K 0.04%
9,243
-2,263
216
$481K 0.04%
6,449
+1,640
217
$481K 0.04%
18,490
+2,960
218
$479K 0.04%
4,796
-59
219
$468K 0.04%
9,426
+899
220
$467K 0.04%
40,662
-201
221
$466K 0.04%
8,490
222
$461K 0.04%
5,766
-244
223
$453K 0.04%
23,715
-540
224
$453K 0.04%
+18,431
225
$451K 0.04%
5,369
+974
7 8
9
10 11