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
476
$86.8K ﹤0.01%
1,114
+598
477
$86.5K ﹤0.01%
1,200
-600
478
$86.3K ﹤0.01%
145
-5
479
$85.6K ﹤0.01%
1,580
480
$85.6K ﹤0.01%
3,014
481
$85.4K ﹤0.01%
1,524
482
$84.9K ﹤0.01%
945
483
$84.9K ﹤0.01%
370
484
$84.2K ﹤0.01%
4,454
485
$83.9K ﹤0.01%
840
-44
486
$83.6K ﹤0.01%
817
-250
487
$83.5K ﹤0.01%
931
+7
488
$82.2K ﹤0.01%
1,870
-1,000
489
$81.5K ﹤0.01%
750
490
$81.3K ﹤0.01%
1,196
-520
491
$81.3K ﹤0.01%
13,030
-14,430
492
$80.6K ﹤0.01%
578
+73
493
$80.6K ﹤0.01%
1,492
494
$80.6K ﹤0.01%
2,913
-10
495
$80.5K ﹤0.01%
369
+1
496
$80.5K ﹤0.01%
3,603
+86
497
$79.5K ﹤0.01%
772
-30
498
$79.4K ﹤0.01%
2,257
+817
499
$78.4K ﹤0.01%
448
500
$78.2K ﹤0.01%
332
-111
18 19
20
21 22