SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+11.6%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$2.01B
AUM Growth
+$211M
(+12%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
1,251
New
67
Increased
260
Reduced
292
Closed
75
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$5.48M |
| 2 |
Apple
AAPL
|
+$3.13M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.88M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.62M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.18M |
Top Sells
| 1 |
Danaher
DHR
|
+$2.4M |
| 2 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
+$2.34M |
| 3 |
Microsoft
MSFT
|
+$1.74M |
| 4 |
Coca-Cola
KO
|
+$1.69M |
| 5 |
Citigroup
C
|
+$1.67M |
Sector Composition
| 1 | Technology | 17.38% |
| 2 | Financials | 9.11% |
| 3 | Healthcare | 8.33% |
| 4 | Consumer Discretionary | 6.54% |
| 5 | Industrials | 4.59% |
