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
726
$23.7K ﹤0.01%
414
+238
727
$23.6K ﹤0.01%
257
+170
728
$23.5K ﹤0.01%
402
729
$23.4K ﹤0.01%
2,213
+36
730
$23.4K ﹤0.01%
685
+195
731
$23.2K ﹤0.01%
661
732
$23K ﹤0.01%
248
+3
733
$22.9K ﹤0.01%
149
734
$22.9K ﹤0.01%
775
735
$22.5K ﹤0.01%
114
+25
736
$22.5K ﹤0.01%
402
737
$22.2K ﹤0.01%
844
-26
738
$22.2K ﹤0.01%
+400
739
$22.2K ﹤0.01%
880
740
$22.1K ﹤0.01%
81
741
$22K ﹤0.01%
621
+2
742
$21.8K ﹤0.01%
2,927
-945
743
$21.8K ﹤0.01%
915
-660
744
$21.6K ﹤0.01%
294
745
$21.3K ﹤0.01%
+636
746
$21.2K ﹤0.01%
+231
747
$21.1K ﹤0.01%
530
+2
748
$21K ﹤0.01%
975
749
$20.9K ﹤0.01%
400
750
$20.8K ﹤0.01%
5,495
28 29
30
31 32