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
601
$47.7K ﹤0.01%
544
-76
602
$47.1K ﹤0.01%
2,705
+17
603
$46.7K ﹤0.01%
358
604
$46.6K ﹤0.01%
1,210
605
$46.5K ﹤0.01%
824
606
$46.2K ﹤0.01%
2,850
+1,650
607
$45.5K ﹤0.01%
145
+4
608
$45.3K ﹤0.01%
500
609
$45.2K ﹤0.01%
87
610
$44.7K ﹤0.01%
208
+8
611
$44.5K ﹤0.01%
250
612
$44.3K ﹤0.01%
1,227
613
$44.1K ﹤0.01%
1,240
614
$43.7K ﹤0.01%
200
615
$43.7K ﹤0.01%
+1,046
616
$43.5K ﹤0.01%
86
617
$43.5K ﹤0.01%
1,035
+7
618
$42.5K ﹤0.01%
455
-288
619
$42.4K ﹤0.01%
809
+146
620
$42.2K ﹤0.01%
209
621
$42K ﹤0.01%
+480
622
$42K ﹤0.01%
387
623
$41.8K ﹤0.01%
155
+23
624
$41.8K ﹤0.01%
450
625
$41.7K ﹤0.01%
+370
23 24
25
26 27