SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$7.13M
2
+$5.45M
3
+$5.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.66M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M

Top Sells

1
+$2.7M
2
+$2.02M
3
+$1.92M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.44M

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
626
$41.7K ﹤0.01%
1,128
-2
627
$41.3K ﹤0.01%
70
628
$41.3K ﹤0.01%
765
629
$40.8K ﹤0.01%
3,022
+250
630
$40.8K ﹤0.01%
1,150
631
$40.5K ﹤0.01%
1,550
+120
632
$40.4K ﹤0.01%
4,556
-2,666
633
$40.3K ﹤0.01%
363
-106
634
$39.8K ﹤0.01%
1,042
635
$39.7K ﹤0.01%
400
636
$39.7K ﹤0.01%
1,040
-5
637
$39.5K ﹤0.01%
474
638
$38.8K ﹤0.01%
2,759
639
$38.5K ﹤0.01%
103
640
$38.3K ﹤0.01%
1,500
641
$38.2K ﹤0.01%
490
-245
642
$38.1K ﹤0.01%
719
-1,382
643
$38.1K ﹤0.01%
267
644
$38K ﹤0.01%
1,010
645
$37.6K ﹤0.01%
1,744
646
$37K ﹤0.01%
1,200
647
$36.9K ﹤0.01%
357
-72
648
$36.1K ﹤0.01%
2,742
+1,650
649
$36K ﹤0.01%
469
+54
650
$35.9K ﹤0.01%
1,010
24 25
26
27 28