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
526
$69.5K ﹤0.01%
425
527
$69.3K ﹤0.01%
1,012
+337
528
$68.8K ﹤0.01%
66
-31
529
$68.3K ﹤0.01%
1,367
+90
530
$67.8K ﹤0.01%
5,607
-21
531
$67.2K ﹤0.01%
325
+8
532
$67.1K ﹤0.01%
454
+4
533
$67K ﹤0.01%
1,376
+109
534
$65.7K ﹤0.01%
570
-2,025
535
$64.7K ﹤0.01%
925
-184
536
$64.6K ﹤0.01%
1,346
-794
537
$64.4K ﹤0.01%
598
+202
538
$63.5K ﹤0.01%
1,000
539
$63.2K ﹤0.01%
901
+89
540
$62.2K ﹤0.01%
1,225
-875
541
$61.6K ﹤0.01%
1,500
542
$61K ﹤0.01%
1,810
543
$61K ﹤0.01%
1,976
544
$60.5K ﹤0.01%
2,230
-120
545
$60.1K ﹤0.01%
611
+31
546
$60K ﹤0.01%
737
547
$59.7K ﹤0.01%
1,037
-6,495
548
$59.5K ﹤0.01%
477
+11
549
$59.4K ﹤0.01%
1,751
+450
550
$59.2K ﹤0.01%
1,609
20 21
22
23 24