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
751
$20.8K ﹤0.01%
1,600
752
$20.7K ﹤0.01%
7
753
$20.6K ﹤0.01%
145
754
$20.5K ﹤0.01%
356
-60
755
$20.4K ﹤0.01%
192
756
$20.4K ﹤0.01%
589
-4
757
$20.3K ﹤0.01%
487
-250
758
$20.3K ﹤0.01%
292
759
$20.2K ﹤0.01%
400
760
$20K ﹤0.01%
152
+1
761
$19.8K ﹤0.01%
781
+150
762
$19.7K ﹤0.01%
900
763
$19.6K ﹤0.01%
+309
764
$19.6K ﹤0.01%
600
765
$19.6K ﹤0.01%
68
-30
766
$19.5K ﹤0.01%
390
767
$19.3K ﹤0.01%
50
768
$19.3K ﹤0.01%
2,096
769
$19.2K ﹤0.01%
358
770
$19.1K ﹤0.01%
376
+209
771
$19.1K ﹤0.01%
+362
772
$18.9K ﹤0.01%
500
-250
773
$18.6K ﹤0.01%
268
+18
774
$18.3K ﹤0.01%
1,468
775
$18.1K ﹤0.01%
175
29 30
31
32 33