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
$2.27B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.69M
3
+$5.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M

Top Sells

1
+$2.89M
2
+$2.14M
3
+$1.93M
4
AAPL icon
Apple
AAPL
+$1.62M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.52M

Sector Composition

1 Technology 19.02%
2 Financials 9.05%
3 Healthcare 7.47%
4 Consumer Discretionary 6.16%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$995K 0.04%
37,580
+2,165
227
$990K 0.04%
12,355
-20
228
$986K 0.04%
21,656
+213
229
$972K 0.04%
+25,555
230
$963K 0.04%
14,824
-2,501
231
$955K 0.04%
6,914
+273
232
$929K 0.04%
15,844
+13,224
233
$928K 0.04%
14,616
-1,020
234
$918K 0.04%
6,725
-35
235
$915K 0.04%
+53,893
236
$911K 0.04%
7,236
-944
237
$883K 0.04%
9,097
+5,006
238
$883K 0.04%
5,373
-136
239
$879K 0.04%
18,551
+1,985
240
$861K 0.04%
8,207
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241
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26,508
242
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16,161
-935
243
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11,101
-1,221
244
$849K 0.04%
12,977
-396
245
$840K 0.04%
5,947
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246
$831K 0.04%
16,707
247
$809K 0.04%
32,532
+5,702
248
$799K 0.04%
12,750
+12,150
249
$794K 0.04%
5,105
+936
250
$784K 0.03%
2,915
-2,750
8 9
10
11 12