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
701
$26.1K ﹤0.01%
+2,629
702
$26K ﹤0.01%
1,120
-290
703
$25.9K ﹤0.01%
+435
704
$25.8K ﹤0.01%
210
705
$25.8K ﹤0.01%
106
706
$25.7K ﹤0.01%
3,905
-20
707
$25.5K ﹤0.01%
87
708
$25.4K ﹤0.01%
+749
709
$25.3K ﹤0.01%
1,000
710
$25.3K ﹤0.01%
300
711
$25.1K ﹤0.01%
866
712
$25K ﹤0.01%
33
-26
713
$24.9K ﹤0.01%
1,139
714
$24.9K ﹤0.01%
861
-81
715
$24.8K ﹤0.01%
1,256
716
$24.7K ﹤0.01%
622
-2,068
717
$24.7K ﹤0.01%
766
+110
718
$24.7K ﹤0.01%
1,559
719
$24.6K ﹤0.01%
+449
720
$24.6K ﹤0.01%
685
721
$24.6K ﹤0.01%
455
-100
722
$24.5K ﹤0.01%
1,025
723
$24.3K ﹤0.01%
+2,108
724
$24K ﹤0.01%
+254
725
$23.8K ﹤0.01%
792
27 28
29
30 31