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
801
$15.9K ﹤0.01%
+358
802
$15.8K ﹤0.01%
401
803
$15.7K ﹤0.01%
500
804
$15.7K ﹤0.01%
297
+169
805
$15.6K ﹤0.01%
121
+53
806
$15.4K ﹤0.01%
500
-137
807
$15.4K ﹤0.01%
+106
808
$15.4K ﹤0.01%
111
+48
809
$15.3K ﹤0.01%
400
810
$15.2K ﹤0.01%
345
811
$15.1K ﹤0.01%
75
812
$15.1K ﹤0.01%
400
813
$15.1K ﹤0.01%
757
814
$14.9K ﹤0.01%
195
-1
815
$14.9K ﹤0.01%
125
-193
816
$14.6K ﹤0.01%
994
-75
817
$14.5K ﹤0.01%
150
818
$14.5K ﹤0.01%
264
819
$14.4K ﹤0.01%
211
+99
820
$14.3K ﹤0.01%
172
+54
821
$14.3K ﹤0.01%
900
822
$14.1K ﹤0.01%
216
823
$14.1K ﹤0.01%
235
824
$14K ﹤0.01%
782
825
$14K ﹤0.01%
+17
31 32
33
34 35