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
426
$121K 0.01%
1,433
-100
427
$120K 0.01%
1,016
-500
428
$119K 0.01%
400
429
$118K 0.01%
3,115
430
$118K 0.01%
3,730
431
$117K 0.01%
937
432
$117K 0.01%
1,100
+20
433
$117K 0.01%
773
434
$116K 0.01%
993
+177
435
$116K 0.01%
13,594
436
$116K 0.01%
1,612
+1,600
437
$116K 0.01%
11,567
438
$114K 0.01%
1,483
439
$112K ﹤0.01%
2,324
+37
440
$111K ﹤0.01%
449
-4,973
441
$111K ﹤0.01%
443
+22
442
$110K ﹤0.01%
1,680
443
$109K ﹤0.01%
1,721
444
$108K ﹤0.01%
450
445
$108K ﹤0.01%
1,629
446
$108K ﹤0.01%
768
447
$107K ﹤0.01%
2,303
-400
448
$106K ﹤0.01%
26,454
449
$105K ﹤0.01%
698
-1
450
$104K ﹤0.01%
409
+30
16 17
18
19 20