SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$7.13M
2
+$5.45M
3
+$5.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.66M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M

Top Sells

1
+$2.7M
2
+$2.02M
3
+$1.92M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.44M

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
326
$307K 0.01%
3,004
-3,834
327
$304K 0.01%
7,127
-95
328
$303K 0.01%
3,472
329
$300K 0.01%
6,166
+62
330
$299K 0.01%
4,540
-598
331
$297K 0.01%
5,795
+569
332
$295K 0.01%
1,449
+16
333
$289K 0.01%
12,182
+202
334
$283K 0.01%
523
335
$279K 0.01%
4,625
336
$273K 0.01%
2,059
-100
337
$272K 0.01%
1,267
+259
338
$268K 0.01%
20,500
339
$268K 0.01%
6,462
+6,160
340
$267K 0.01%
10,308
341
$260K 0.01%
2,671
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342
$259K 0.01%
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343
$254K 0.01%
579
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344
$254K 0.01%
2,545
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345
$250K 0.01%
3,904
-35
346
$250K 0.01%
443
-2
347
$249K 0.01%
3,361
-2,499
348
$245K 0.01%
5,493
349
$242K 0.01%
3,630
+3,569
350
$241K 0.01%
12,107
+459
12 13
14
15 16