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
1001
$4.45K ﹤0.01%
+86
1002
$4.4K ﹤0.01%
+100
1003
$4.32K ﹤0.01%
350
-4
1004
$4.3K ﹤0.01%
504
1005
$4.29K ﹤0.01%
112
-31
1006
$4.27K ﹤0.01%
+10
1007
$4.24K ﹤0.01%
200
1008
$4.23K ﹤0.01%
+149
1009
$4.21K ﹤0.01%
1,000
1010
$4.19K ﹤0.01%
+250
1011
$4.17K ﹤0.01%
216
+1
1012
$4.13K ﹤0.01%
38
+23
1013
$4.12K ﹤0.01%
600
1014
$4.12K ﹤0.01%
100
-15
1015
$4.11K ﹤0.01%
127
1016
$4.02K ﹤0.01%
+22
1017
$3.97K ﹤0.01%
96
+1
1018
$3.94K ﹤0.01%
150
1019
$3.93K ﹤0.01%
15
1020
$3.9K ﹤0.01%
+59
1021
$3.87K ﹤0.01%
272
1022
$3.81K ﹤0.01%
118
1023
$3.78K ﹤0.01%
82
-464
1024
$3.77K ﹤0.01%
167
-320
1025
$3.69K ﹤0.01%
+78
39 40
41
42 43