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
351
$234K 0.01%
948
-20
352
$226K 0.01%
1,994
-313
353
$225K 0.01%
4,392
354
$224K 0.01%
2,300
-250
355
$223K 0.01%
12,600
356
$222K 0.01%
4,081
-2
357
$221K 0.01%
6,617
-5,287
358
$219K 0.01%
9,088
+4,586
359
$218K 0.01%
3,461
-274
360
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2,250
361
$214K 0.01%
2,900
+672
362
$212K 0.01%
4,810
-215
363
$210K 0.01%
359
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364
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3,257
-100
365
$201K 0.01%
1,538
366
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893
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367
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368
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624
369
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1,611
370
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4,010
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371
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2,728
372
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1,235
373
$186K 0.01%
753
374
$185K 0.01%
950
375
$185K 0.01%
3,259
+18
13 14
15
16 17