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
651
$35.9K ﹤0.01%
2,500
652
$35.8K ﹤0.01%
813
653
$35.8K ﹤0.01%
980
-270
654
$35.7K ﹤0.01%
475
+400
655
$35.6K ﹤0.01%
3,035
-5,001
656
$35.3K ﹤0.01%
2,165
-290
657
$34.6K ﹤0.01%
3,100
658
$34.5K ﹤0.01%
323
659
$34.5K ﹤0.01%
143
-4
660
$33.6K ﹤0.01%
1,430
661
$33.5K ﹤0.01%
800
662
$33.5K ﹤0.01%
394
+7
663
$33.2K ﹤0.01%
250
+150
664
$33.1K ﹤0.01%
945
+372
665
$32.9K ﹤0.01%
400
-50
666
$32.6K ﹤0.01%
544
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667
$32.5K ﹤0.01%
3,088
+13
668
$32.3K ﹤0.01%
1,178
+122
669
$32.3K ﹤0.01%
164
+11
670
$31.8K ﹤0.01%
590
671
$31.7K ﹤0.01%
127
+30
672
$31.7K ﹤0.01%
1,660
673
$31.7K ﹤0.01%
+416
674
$31.4K ﹤0.01%
545
-249
675
$31.2K ﹤0.01%
360
25 26
27
28 29