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
901
$8.23K ﹤0.01%
291
+5
902
$8.2K ﹤0.01%
129
903
$8.13K ﹤0.01%
500
904
$8.1K ﹤0.01%
+462
905
$8.05K ﹤0.01%
187
906
$8.02K ﹤0.01%
133
+113
907
$8.01K ﹤0.01%
78
908
$8K ﹤0.01%
+110
909
$8K ﹤0.01%
4,000
-1,000
910
$7.91K ﹤0.01%
957
911
$7.87K ﹤0.01%
500
912
$7.83K ﹤0.01%
+180
913
$7.8K ﹤0.01%
1,000
914
$7.78K ﹤0.01%
281
915
$7.64K ﹤0.01%
600
+200
916
$7.62K ﹤0.01%
200
917
$7.61K ﹤0.01%
286
918
$7.61K ﹤0.01%
226
919
$7.59K ﹤0.01%
1
920
$7.58K ﹤0.01%
75
921
$7.57K ﹤0.01%
100
922
$7.55K ﹤0.01%
130
923
$7.54K ﹤0.01%
125
924
$7.52K ﹤0.01%
+580
925
$7.39K ﹤0.01%
178
35 36
37
38 39