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
1051
$3.04K ﹤0.01%
35
1052
$3.01K ﹤0.01%
29
1053
$2.98K ﹤0.01%
+38
1054
$2.98K ﹤0.01%
+50
1055
$2.96K ﹤0.01%
68
1056
$2.95K ﹤0.01%
200
1057
$2.95K ﹤0.01%
+46
1058
$2.9K ﹤0.01%
23
+12
1059
$2.89K ﹤0.01%
181
1060
$2.82K ﹤0.01%
123
+2
1061
$2.81K ﹤0.01%
231
1062
$2.79K ﹤0.01%
100
1063
$2.76K ﹤0.01%
+95
1064
$2.75K ﹤0.01%
13
+9
1065
$2.75K ﹤0.01%
115
+1
1066
$2.72K ﹤0.01%
+177
1067
$2.66K ﹤0.01%
48
1068
$2.66K ﹤0.01%
2,800
+1,400
1069
$2.6K ﹤0.01%
213
1070
$2.54K ﹤0.01%
+28
1071
$2.51K ﹤0.01%
100
1072
$2.5K ﹤0.01%
109
+73
1073
$2.49K ﹤0.01%
+43
1074
$2.49K ﹤0.01%
42
-36
1075
$2.48K ﹤0.01%
16
41 42
43
44 45