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
926
$7.38K ﹤0.01%
62
927
$7.38K ﹤0.01%
90
+70
928
$7.36K ﹤0.01%
199
929
$7.28K ﹤0.01%
280
930
$7.27K ﹤0.01%
171
+43
931
$7.24K ﹤0.01%
+60
932
$7.22K ﹤0.01%
200
933
$7.16K ﹤0.01%
135
934
$7.04K ﹤0.01%
+29
935
$6.99K ﹤0.01%
250
936
$6.93K ﹤0.01%
+58
937
$6.91K ﹤0.01%
240
938
$6.91K ﹤0.01%
+77
939
$6.79K ﹤0.01%
123
940
$6.76K ﹤0.01%
200
-105
941
$6.75K ﹤0.01%
148
+2
942
$6.74K ﹤0.01%
60
943
$6.72K ﹤0.01%
+269
944
$6.64K ﹤0.01%
1,917
945
$6.62K ﹤0.01%
+86
946
$6.53K ﹤0.01%
500
947
$6.51K ﹤0.01%
66
948
$6.51K ﹤0.01%
106
949
$6.5K ﹤0.01%
870
950
$6.49K ﹤0.01%
+133
36 37
38
39 40