SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$7.13M
2
+$5.45M
3
+$5.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.66M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M

Top Sells

1
+$2.7M
2
+$2.02M
3
+$1.92M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.44M

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
1026
$3.69K ﹤0.01%
178
+13
1027
$3.66K ﹤0.01%
+64
1028
$3.63K ﹤0.01%
1,500
1029
$3.62K ﹤0.01%
147
+22
1030
$3.51K ﹤0.01%
200
-1,748
1031
$3.49K ﹤0.01%
+47
1032
$3.36K ﹤0.01%
57
1033
$3.33K ﹤0.01%
+104
1034
$3.32K ﹤0.01%
2,000
1035
$3.3K ﹤0.01%
+37
1036
$3.3K ﹤0.01%
+150
1037
$3.23K ﹤0.01%
962
1038
$3.21K ﹤0.01%
54
+29
1039
$3.2K ﹤0.01%
55
-150
1040
$3.19K ﹤0.01%
50
1041
$3.19K ﹤0.01%
282
+10
1042
$3.18K ﹤0.01%
70
1043
$3.18K ﹤0.01%
29
1044
$3.15K ﹤0.01%
+2
1045
$3.14K ﹤0.01%
+37
1046
$3.13K ﹤0.01%
50
1047
$3.13K ﹤0.01%
100
1048
$3.06K ﹤0.01%
+59
1049
$3.06K ﹤0.01%
+21
1050
$3.06K ﹤0.01%
63
40 41
42
43 44