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
951
$6.48K ﹤0.01%
310
952
$6.46K ﹤0.01%
+62
953
$6.42K ﹤0.01%
800
954
$6.32K ﹤0.01%
312
955
$6.29K ﹤0.01%
+367
956
$6.2K ﹤0.01%
2,000
957
$6.17K ﹤0.01%
225
958
$6.16K ﹤0.01%
85
959
$6.16K ﹤0.01%
579
+33
960
$6.12K ﹤0.01%
164
961
$6.04K ﹤0.01%
517
962
$6.01K ﹤0.01%
1,000
963
$5.99K ﹤0.01%
320
964
$5.97K ﹤0.01%
+521
965
$5.95K ﹤0.01%
175
966
$5.92K ﹤0.01%
+350
967
$5.89K ﹤0.01%
57
968
$5.87K ﹤0.01%
64
969
$5.87K ﹤0.01%
128
970
$5.81K ﹤0.01%
+36
971
$5.81K ﹤0.01%
300
972
$5.77K ﹤0.01%
7
+6
973
$5.64K ﹤0.01%
+53
974
$5.64K ﹤0.01%
310
+40
975
$5.63K ﹤0.01%
+27
37 38
39
40 41