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
576
$51.9K ﹤0.01%
665
+65
577
$51.6K ﹤0.01%
4,962
+1,178
578
$51.4K ﹤0.01%
1,480
+1,463
579
$51.4K ﹤0.01%
500
580
$51.1K ﹤0.01%
2,607
+742
581
$51K ﹤0.01%
4,668
582
$50.9K ﹤0.01%
1,145
+2
583
$50.6K ﹤0.01%
1,218
+98
584
$50.5K ﹤0.01%
920
585
$50.5K ﹤0.01%
56
+2
586
$50.5K ﹤0.01%
243
+56
587
$50.3K ﹤0.01%
1,061
+2
588
$50.1K ﹤0.01%
+531
589
$49.7K ﹤0.01%
874
-503
590
$49.6K ﹤0.01%
5,000
591
$49.4K ﹤0.01%
4,000
592
$49.3K ﹤0.01%
157
-818
593
$49.3K ﹤0.01%
957
+12
594
$49.2K ﹤0.01%
1,000
595
$49.1K ﹤0.01%
913
+3
596
$48.8K ﹤0.01%
1,411
-265
597
$48.8K ﹤0.01%
1,040
598
$48.8K ﹤0.01%
+921
599
$48.1K ﹤0.01%
534
600
$48.1K ﹤0.01%
610
-134
22 23
24
25 26