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
51
$10.8M 0.48%
65,407
-463
52
$10.2M 0.45%
13,003
-474
53
$10.2M 0.45%
41,991
-470
54
$10.1M 0.45%
39,458
+169
55
$10.1M 0.45%
110,397
-2,838
56
$9.8M 0.43%
133,015
-4,888
57
$9.46M 0.42%
48,667
-584
58
$9.27M 0.41%
29,578
+3,279
59
$9.18M 0.4%
30,849
+58
60
$9.09M 0.4%
16,767
-1,757
61
$9.05M 0.4%
54,891
-1,059
62
$8.83M 0.39%
25,947
-201
63
$8.76M 0.39%
50,404
-1,987
64
$8.5M 0.37%
178,878
-6,474
65
$8.15M 0.36%
36,038
-810
66
$8.15M 0.36%
38,192
-750
67
$8.13M 0.36%
161,067
+42,861
68
$8.12M 0.36%
112,460
+306
69
$7.83M 0.35%
179,015
+5,401
70
$7.24M 0.32%
52,262
-626
71
$7.06M 0.31%
616,536
+496,957
72
$6.75M 0.3%
13,252
-79
73
$6.45M 0.28%
37,608
-973
74
$6.2M 0.27%
70,181
+1,064
75
$6.15M 0.27%
94,036
-886
1 2
3
4 5