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
376
$182K 0.01%
1,067
-271
377
$182K 0.01%
5,536
378
$182K 0.01%
1,219
-50
379
$179K 0.01%
1,725
380
$179K 0.01%
+3,583
381
$179K 0.01%
+3,430
382
$178K 0.01%
5,518
+17
383
$175K 0.01%
2,545
-334
384
$173K 0.01%
1,360
-1,472
385
$173K 0.01%
15,000
386
$171K 0.01%
2,180
+14
387
$169K 0.01%
7,611
+70
388
$164K 0.01%
100
389
$162K 0.01%
770
390
$161K 0.01%
1,741
-1,169
391
$159K 0.01%
1,534
392
$159K 0.01%
340
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393
$159K 0.01%
4,799
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394
$158K 0.01%
1,940
395
$157K 0.01%
859
-65
396
$156K 0.01%
5,100
+1,500
397
$156K 0.01%
1,949
-53
398
$153K 0.01%
+890
399
$152K 0.01%
1,104
+142
400
$151K 0.01%
1,007
-7
14 15
16
17 18