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
501
$78.1K ﹤0.01%
1,240
+37
502
$77.1K ﹤0.01%
1,893
503
$76.3K ﹤0.01%
639
+2
504
$75.9K ﹤0.01%
360
-134
505
$75.7K ﹤0.01%
1,965
506
$75.2K ﹤0.01%
949
-60
507
$75K ﹤0.01%
4,296
-71
508
$74.1K ﹤0.01%
908
509
$74K ﹤0.01%
1,005
510
$73.6K ﹤0.01%
250
+20
511
$73.5K ﹤0.01%
180
512
$73.5K ﹤0.01%
6,524
513
$73.4K ﹤0.01%
619
+68
514
$72.7K ﹤0.01%
700
515
$72.5K ﹤0.01%
3,480
+140
516
$72.3K ﹤0.01%
1,712
517
$72K ﹤0.01%
1,500
518
$71.8K ﹤0.01%
8,500
+57
519
$71.7K ﹤0.01%
358
+23
520
$71.4K ﹤0.01%
1,500
521
$71.1K ﹤0.01%
1,688
-290
522
$70.6K ﹤0.01%
399
-132
523
$70.3K ﹤0.01%
3,125
524
$70.1K ﹤0.01%
+1,438
525
$69.5K ﹤0.01%
650
-100
19 20
21
22 23