SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$7.13M
2
+$5.45M
3
+$5.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.66M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M

Top Sells

1
+$2.7M
2
+$2.02M
3
+$1.92M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.44M

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
826
$13.9K ﹤0.01%
297
+2
827
$13.8K ﹤0.01%
120
828
$13.8K ﹤0.01%
117
-2
829
$13.8K ﹤0.01%
+80
830
$13.6K ﹤0.01%
204
831
$13.4K ﹤0.01%
600
832
$13.4K ﹤0.01%
750
+250
833
$13.4K ﹤0.01%
400
834
$13.3K ﹤0.01%
343
835
$13.3K ﹤0.01%
59
+54
836
$13.2K ﹤0.01%
50
837
$13.2K ﹤0.01%
126
-130
838
$13.1K ﹤0.01%
531
-1,275
839
$13K ﹤0.01%
1,050
840
$13K ﹤0.01%
2,900
841
$12.8K ﹤0.01%
+22
842
$12.7K ﹤0.01%
2,600
843
$12.7K ﹤0.01%
165
-1
844
$12.4K ﹤0.01%
58
+57
845
$12.4K ﹤0.01%
310
846
$12.3K ﹤0.01%
91
+26
847
$12.1K ﹤0.01%
300
848
$12K ﹤0.01%
119
849
$11.9K ﹤0.01%
238
+20
850
$11.8K ﹤0.01%
78
-134
32 33
34
35 36