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
676
$31K ﹤0.01%
+566
677
$30.9K ﹤0.01%
1,400
678
$30.8K ﹤0.01%
225
+10
679
$30.6K ﹤0.01%
4,381
680
$30.3K ﹤0.01%
221
+21
681
$30.1K ﹤0.01%
603
682
$30.1K ﹤0.01%
121
683
$29.9K ﹤0.01%
807
+400
684
$29.6K ﹤0.01%
224
-100
685
$29.4K ﹤0.01%
708
686
$29.1K ﹤0.01%
4,748
+29
687
$29K ﹤0.01%
125
688
$29K ﹤0.01%
614
689
$28.5K ﹤0.01%
332
690
$28.3K ﹤0.01%
+271
691
$28.1K ﹤0.01%
1,200
692
$28.1K ﹤0.01%
800
693
$28.1K ﹤0.01%
400
694
$27.9K ﹤0.01%
801
695
$27.6K ﹤0.01%
214
696
$27.5K ﹤0.01%
+515
697
$27.1K ﹤0.01%
4,106
-4,000
698
$26.9K ﹤0.01%
880
699
$26.7K ﹤0.01%
618
+592
700
$26.2K ﹤0.01%
396
26 27
28
29 30