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
1101
$1.93K ﹤0.01%
91
1102
$1.92K ﹤0.01%
785
1103
$1.9K ﹤0.01%
77
1104
$1.86K ﹤0.01%
800
1105
$1.83K ﹤0.01%
234
1106
$1.83K ﹤0.01%
26
1107
$1.78K ﹤0.01%
39
1108
$1.77K ﹤0.01%
1,000
1109
$1.72K ﹤0.01%
+41
1110
$1.7K ﹤0.01%
200
1111
$1.68K ﹤0.01%
19
1112
$1.66K ﹤0.01%
100
1113
$1.64K ﹤0.01%
73
1114
$1.64K ﹤0.01%
9
+2
1115
$1.62K ﹤0.01%
34
1116
$1.6K ﹤0.01%
37
1117
$1.56K ﹤0.01%
150
1118
$1.55K ﹤0.01%
750
1119
$1.54K ﹤0.01%
2,000
1120
$1.48K ﹤0.01%
50
1121
$1.45K ﹤0.01%
1,157
-334
1122
$1.43K ﹤0.01%
50
1123
$1.42K ﹤0.01%
267
1124
$1.41K ﹤0.01%
200
1125
$1.41K ﹤0.01%
17
43 44
45
46 47