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
76
$6.15M 0.27%
30,880
-1,916
77
$6.14M 0.27%
69,706
+8,847
78
$6.1M 0.27%
103,683
+12,699
79
$6.03M 0.27%
7,668
+1,889
80
$5.9M 0.26%
27,628
-1,569
81
$5.88M 0.26%
12,262
-2,347
82
$5.65M 0.25%
12,711
+664
83
$5.62M 0.25%
35,900
-381
84
$5.61M 0.25%
71,594
+20
85
$5.58M 0.25%
224,263
-5,999
86
$5.51M 0.24%
232,064
-2,091
87
$5.51M 0.24%
44,470
-1,202
88
$5.34M 0.24%
224,386
-5,963
89
$5.32M 0.23%
70,646
-7,747
90
$5.32M 0.23%
30,440
+1,866
91
$5.29M 0.23%
213,719
-5,775
92
$5.24M 0.23%
25,762
+77
93
$5.23M 0.23%
70,526
-11,578
94
$5.17M 0.23%
125,448
+466
95
$5.15M 0.23%
28,237
-596
96
$5.13M 0.23%
22,690
-835
97
$5.12M 0.23%
11,470
+650
98
$5.11M 0.23%
19,818
-363
99
$5.02M 0.22%
121,996
-1,221
100
$4.97M 0.22%
72,961
-1,769
2 3
4
5 6