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
251
$776K 0.03%
5,422
+3,265
252
$750K 0.03%
8,105
+620
253
$736K 0.03%
7,696
-478
254
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6,281
-148
255
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37,792
-6,945
256
$722K 0.03%
4,541
-1,515
257
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9,900
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258
$693K 0.03%
9,544
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259
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8,215
-1,496
260
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2,882
-33
261
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20,343
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262
$680K 0.03%
20,551
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263
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5,624
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264
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9,435
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265
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266
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2,698
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270
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10,112
-425
271
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17,953
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272
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1,883
-5
273
$574K 0.03%
5,723
-428
274
$564K 0.02%
2,258
275
$559K 0.02%
3,042
-105
9 10
11
12 13