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
851
$11.8K ﹤0.01%
204
852
$11.8K ﹤0.01%
235
853
$11.7K ﹤0.01%
288
854
$11.6K ﹤0.01%
150
855
$11.6K ﹤0.01%
+810
856
$11.3K ﹤0.01%
75
857
$11.3K ﹤0.01%
187
+94
858
$10.9K ﹤0.01%
500
859
$10.9K ﹤0.01%
102
860
$10.8K ﹤0.01%
60
+10
861
$10.8K ﹤0.01%
851
-336
862
$10.8K ﹤0.01%
150
863
$10.7K ﹤0.01%
2,184
+1,000
864
$10.7K ﹤0.01%
219
865
$10.7K ﹤0.01%
371
866
$10.7K ﹤0.01%
1,600
867
$10.7K ﹤0.01%
48
+9
868
$10.5K ﹤0.01%
255
869
$10.5K ﹤0.01%
15,120
-1,050
870
$10.2K ﹤0.01%
135
871
$10.1K ﹤0.01%
116
872
$10.1K ﹤0.01%
73
-8
873
$10.1K ﹤0.01%
+104
874
$9.94K ﹤0.01%
585
875
$9.91K ﹤0.01%
417
33 34
35
36 37