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
976
$5.57K ﹤0.01%
170
+3
977
$5.5K ﹤0.01%
100
978
$5.47K ﹤0.01%
427
+10
979
$5.46K ﹤0.01%
200
980
$5.46K ﹤0.01%
4,963
+4,942
981
$5.4K ﹤0.01%
200
982
$5.37K ﹤0.01%
69
-2
983
$5.35K ﹤0.01%
72
-5
984
$5.34K ﹤0.01%
160
985
$5.33K ﹤0.01%
155
+116
986
$5.33K ﹤0.01%
75
987
$5.27K ﹤0.01%
25
988
$5.26K ﹤0.01%
27
-19
989
$5.02K ﹤0.01%
192
990
$4.95K ﹤0.01%
3,300
991
$4.92K ﹤0.01%
+120
992
$4.9K ﹤0.01%
+18
993
$4.77K ﹤0.01%
193
+1
994
$4.73K ﹤0.01%
175
-2
995
$4.71K ﹤0.01%
+132
996
$4.65K ﹤0.01%
121
-138
997
$4.64K ﹤0.01%
+36
998
$4.63K ﹤0.01%
175
999
$4.6K ﹤0.01%
+36
1000
$4.58K ﹤0.01%
90
-300
38 39
40
41 42