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
201
$1.16M 0.06%
14,044
-731
202
$1.15M 0.06%
61,233
203
$1.14M 0.06%
9,998
+40
204
$1.12M 0.06%
9,265
+188
205
$1.12M 0.06%
10,349
+43
206
$1.08M 0.05%
12,004
+1,240
207
$1.07M 0.05%
16,957
-450
208
$1.05M 0.05%
6,108
+110
209
$1.04M 0.05%
9,482
-179
210
$1.03M 0.05%
27,508
+11,820
211
$1.02M 0.05%
25,309
+1,198
212
$1M 0.05%
38,726
+1,150
213
$998K 0.05%
15,862
-10,136
214
$996K 0.05%
32,725
-747
215
$993K 0.05%
18,108
-608
216
$992K 0.05%
37,365
-2,565
217
$985K 0.05%
38,745
+890
218
$981K 0.05%
9,079
+3,864
219
$979K 0.05%
19,024
-32,472
220
$968K 0.05%
24,591
-2,998
221
$952K 0.05%
37,310
-910
222
$950K 0.05%
8,848
+594
223
$945K 0.05%
6,409
+128
224
$911K 0.05%
19,003
+355
225
$909K 0.05%
7,169
-794
7 8
9
10 11