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
276
$555K 0.02%
4,720
-1,304
277
$554K 0.02%
10,862
-200
278
$541K 0.02%
3,518
+1,443
279
$532K 0.02%
2,925
-429
280
$507K 0.02%
5,780
-20
281
$507K 0.02%
1,696
+219
282
$500K 0.02%
2,438
+208
283
$497K 0.02%
4,188
+300
284
$491K 0.02%
27,382
-8,000
285
$490K 0.02%
1,688
-82
286
$480K 0.02%
8,161
-13
287
$467K 0.02%
9,626
288
$441K 0.02%
1,245
-155
289
$435K 0.02%
998
290
$429K 0.02%
4,263
+230
291
$428K 0.02%
2,996
+54
292
$425K 0.02%
1,110
-106
293
$420K 0.02%
6,473
294
$417K 0.02%
20,150
+38
295
$410K 0.02%
2,698
+52
296
$410K 0.02%
2,969
-133
297
$407K 0.02%
7,741
+28
298
$404K 0.02%
2,424
299
$403K 0.02%
1,534
-78
300
$396K 0.02%
283
10 11
12
13 14