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
1151
$1.02K ﹤0.01%
+17
1152
$1.01K ﹤0.01%
39
1153
$1.01K ﹤0.01%
51
1154
$1.01K ﹤0.01%
38
1155
$997 ﹤0.01%
30
1156
$980 ﹤0.01%
415
1157
$973 ﹤0.01%
27
1158
$915 ﹤0.01%
23
1159
$880 ﹤0.01%
48
1160
$843 ﹤0.01%
20
1161
$832 ﹤0.01%
72
1162
$831 ﹤0.01%
+29
1163
$829 ﹤0.01%
10
-554
1164
$814 ﹤0.01%
22
1165
$805 ﹤0.01%
+145
1166
$798 ﹤0.01%
5
1167
$781 ﹤0.01%
30
1168
$777 ﹤0.01%
35
1169
$735 ﹤0.01%
300
1170
$733 ﹤0.01%
100
1171
$717 ﹤0.01%
100
1172
$713 ﹤0.01%
144
-330
1173
$710 ﹤0.01%
152
+50
1174
$707 ﹤0.01%
4
1175
$671 ﹤0.01%
20
45 46
47
48 49