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
1076
$2.47K ﹤0.01%
270
1077
$2.47K ﹤0.01%
+139
1078
$2.41K ﹤0.01%
52
1079
$2.4K ﹤0.01%
80
1080
$2.37K ﹤0.01%
32
1081
$2.34K ﹤0.01%
300
-50
1082
$2.31K ﹤0.01%
40
-100
1083
$2.3K ﹤0.01%
81
1084
$2.26K ﹤0.01%
33
1085
$2.25K ﹤0.01%
+125
1086
$2.19K ﹤0.01%
7
1087
$2.18K ﹤0.01%
70
+10
1088
$2.18K ﹤0.01%
116
1089
$2.09K ﹤0.01%
1,385
+523
1090
$2.09K ﹤0.01%
80
1091
$2.08K ﹤0.01%
150
1092
$2.07K ﹤0.01%
83
-1,505
1093
$2.03K ﹤0.01%
187
1094
$2.02K ﹤0.01%
165
1095
$2.01K ﹤0.01%
102
1096
$2.01K ﹤0.01%
80
1097
$2.01K ﹤0.01%
24
1098
$1.99K ﹤0.01%
171
1099
$1.98K ﹤0.01%
31
+27
1100
$1.93K ﹤0.01%
23
42 43
44
45 46