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
401
$151K 0.01%
6,700
+50
402
$149K 0.01%
570
+99
403
$148K 0.01%
+611
404
$146K 0.01%
2,781
405
$141K 0.01%
1,611
406
$141K 0.01%
3,211
-105
407
$141K 0.01%
439
-1
408
$139K 0.01%
10,430
-1,987
409
$137K 0.01%
1,528
+76
410
$137K 0.01%
1,373
+100
411
$136K 0.01%
2,470
+330
412
$135K 0.01%
1,660
413
$133K 0.01%
2,158
-178
414
$133K 0.01%
2,650
-266
415
$130K 0.01%
+2,754
416
$130K 0.01%
1,575
417
$129K 0.01%
5,841
+1,995
418
$128K 0.01%
1,919
+29
419
$127K 0.01%
6,400
+3,410
420
$127K 0.01%
936
+38
421
$127K 0.01%
5,679
+243
422
$123K 0.01%
1,256
-4
423
$122K 0.01%
2,022
424
$122K 0.01%
840
425
$121K 0.01%
1,118
-200
15 16
17
18 19