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
301
$395K 0.02%
6,550
302
$394K 0.02%
6,114
303
$390K 0.02%
2,636
+261
304
$388K 0.02%
13,377
+600
305
$387K 0.02%
18,468
+10,398
306
$385K 0.02%
5,822
+895
307
$370K 0.02%
2,338
+215
308
$365K 0.02%
3,618
+9
309
$355K 0.02%
9,891
+3,166
310
$351K 0.02%
5,730
-25
311
$351K 0.02%
2,900
-175
312
$348K 0.02%
859
+383
313
$348K 0.02%
1,789
-17
314
$346K 0.02%
18,018
-134
315
$342K 0.02%
3,211
-1,006
316
$335K 0.01%
858
-1,363
317
$328K 0.01%
1,391
+17
318
$324K 0.01%
1,218
319
$324K 0.01%
20,309
+2,277
320
$320K 0.01%
487
-40
321
$316K 0.01%
5,909
+601
322
$315K 0.01%
1,213
+1,184
323
$314K 0.01%
1,375
324
$313K 0.01%
5,468
-417
325
$313K 0.01%
1,804
+28
11 12
13
14 15