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
26
$16.6M 0.73%
29,937
+415
27
$16.5M 0.73%
64,920
-222
28
$16.4M 0.72%
163,595
-524
29
$16M 0.71%
17,678
+1,546
30
$15.6M 0.69%
106,687
-3,374
31
$14M 0.62%
357,316
+43,331
32
$13.5M 0.59%
44,333
+725
33
$12.7M 0.56%
57,639
-636
34
$12.6M 0.56%
27,879
+387
35
$12.4M 0.55%
119,785
-7,963
36
$12.2M 0.54%
106,152
+479
37
$12.2M 0.54%
21,977
-1,029
38
$12.1M 0.53%
97,809
+229
39
$12M 0.53%
69,429
+1,376
40
$12M 0.53%
306,468
+28,124
41
$12M 0.53%
51,902
-698
42
$11.8M 0.52%
227,219
+28,268
43
$11.8M 0.52%
118,606
-5,510
44
$11.8M 0.52%
166,098
-1,157
45
$11.7M 0.52%
44,518
-715
46
$11.6M 0.51%
105,021
+1,390
47
$11.4M 0.5%
30,436
+2,685
48
$11.2M 0.49%
118,938
+3,167
49
$11.1M 0.49%
78,879
-1,556
50
$10.8M 0.48%
71,911
-1,448
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