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
451
$103K ﹤0.01%
1,091
+1
452
$101K ﹤0.01%
599
453
$101K ﹤0.01%
2,542
454
$100K ﹤0.01%
1,335
455
$99.6K ﹤0.01%
244
+29
456
$99.1K ﹤0.01%
1,263
457
$97K ﹤0.01%
450
458
$96.8K ﹤0.01%
905
459
$95.8K ﹤0.01%
960
460
$95.6K ﹤0.01%
4,097
-752
461
$94.1K ﹤0.01%
+17,626
462
$93.9K ﹤0.01%
7,491
+2,579
463
$93.5K ﹤0.01%
721
+10
464
$93.3K ﹤0.01%
830
-8
465
$93K ﹤0.01%
484
-500
466
$91.4K ﹤0.01%
712
-229
467
$90.7K ﹤0.01%
800
-60
468
$90.5K ﹤0.01%
567
+23
469
$89.4K ﹤0.01%
1,941
470
$88.6K ﹤0.01%
210
+37
471
$88.5K ﹤0.01%
2,150
472
$87.4K ﹤0.01%
7,300
473
$86.9K ﹤0.01%
2,794
474
$86.9K ﹤0.01%
811
-1,593
475
$86.9K ﹤0.01%
2,480
+2,450
17 18
19
20 21