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
1126
$1.39K ﹤0.01%
500
1127
$1.36K ﹤0.01%
+7
1128
$1.32K ﹤0.01%
10
1129
$1.32K ﹤0.01%
+26
1130
$1.31K ﹤0.01%
25
1131
$1.3K ﹤0.01%
45
1132
$1.29K ﹤0.01%
600
1133
$1.28K ﹤0.01%
33
1134
$1.28K ﹤0.01%
58
1135
$1.28K ﹤0.01%
+1
1136
$1.27K ﹤0.01%
23
1137
$1.26K ﹤0.01%
50
1138
$1.25K ﹤0.01%
+154
1139
$1.25K ﹤0.01%
14
1140
$1.23K ﹤0.01%
+15
1141
$1.23K ﹤0.01%
27
-13
1142
$1.21K ﹤0.01%
+37
1143
$1.17K ﹤0.01%
59
1144
$1.13K ﹤0.01%
1,051
1145
$1.1K ﹤0.01%
200
1146
$1.1K ﹤0.01%
12
1147
$1.09K ﹤0.01%
100
1148
$1.08K ﹤0.01%
8
1149
$1.03K ﹤0.01%
9
1150
$1.02K ﹤0.01%
1,050
44 45
46
47 48