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
1176
$667 ﹤0.01%
30
1177
$665 ﹤0.01%
34
1178
$660 ﹤0.01%
200
1179
$636 ﹤0.01%
12
1180
$583 ﹤0.01%
10
1181
$570 ﹤0.01%
45
1182
$500 ﹤0.01%
5
1183
$488 ﹤0.01%
20
-30,510
1184
$468 ﹤0.01%
73
1185
$456 ﹤0.01%
265
1186
$455 ﹤0.01%
+3
1187
$428 ﹤0.01%
13
1188
$416 ﹤0.01%
100
1189
$414 ﹤0.01%
10
1190
$411 ﹤0.01%
300
1191
$410 ﹤0.01%
100
1192
$403 ﹤0.01%
5
-69
1193
$389 ﹤0.01%
110
1194
$377 ﹤0.01%
17
1195
$377 ﹤0.01%
17
1196
$349 ﹤0.01%
132
+1
1197
$334 ﹤0.01%
201
1198
$329 ﹤0.01%
18
1199
$322 ﹤0.01%
95
1200
$319 ﹤0.01%
100
46 47
48
49 50