SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+3.28%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$2.27B
AUM Growth
+$72.3M
(+3.3%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
36.01%
Holding
1,357
New
116
Increased
332
Reduced
316
Closed
82
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$7.41M |
| 2 |
Shore Bancshares
SHBI
|
+$5.69M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$5.46M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$4.64M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.16M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.89M |
| 2 |
Microsoft
MSFT
|
+$2.14M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.93M |
| 4 |
Apple
AAPL
|
+$1.62M |
| 5 |
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% |
