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
551
$58.9K ﹤0.01%
3,375
552
$58.5K ﹤0.01%
730
553
$58.3K ﹤0.01%
3,498
554
$58.2K ﹤0.01%
1,286
555
$57.9K ﹤0.01%
+1,130
556
$57.3K ﹤0.01%
295
-101
557
$57.3K ﹤0.01%
796
-140
558
$57.3K ﹤0.01%
205
559
$57K ﹤0.01%
1,992
+372
560
$56.8K ﹤0.01%
280
+22
561
$56.7K ﹤0.01%
675
562
$56.7K ﹤0.01%
800
-370
563
$56.4K ﹤0.01%
510
564
$55.9K ﹤0.01%
2,078
+23
565
$55.8K ﹤0.01%
596
-31
566
$55.5K ﹤0.01%
1,704
+1,535
567
$55.2K ﹤0.01%
1,173
+7
568
$55K ﹤0.01%
773
569
$54.3K ﹤0.01%
5,000
570
$53.9K ﹤0.01%
6,251
571
$53.6K ﹤0.01%
1,147
+1,143
572
$53.3K ﹤0.01%
519
+43
573
$52.6K ﹤0.01%
3,569
574
$52.5K ﹤0.01%
3,913
+3,417
575
$52K ﹤0.01%
446
+45
21 22
23
24 25