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
1201
$314 ﹤0.01%
89
1202
$309 ﹤0.01%
1
1203
$295 ﹤0.01%
3
1204
$293 ﹤0.01%
+19
1205
$276 ﹤0.01%
86
1206
$275 ﹤0.01%
5
1207
$274 ﹤0.01%
100
1208
$271 ﹤0.01%
26
1209
$268 ﹤0.01%
5
1210
$259 ﹤0.01%
16
1211
$251 ﹤0.01%
550
1212
$250 ﹤0.01%
17
1213
$248 ﹤0.01%
18
-50
1214
$231 ﹤0.01%
86
1215
$226 ﹤0.01%
7
1216
$224 ﹤0.01%
6
1217
$222 ﹤0.01%
95
-500
1218
$216 ﹤0.01%
+11
1219
$214 ﹤0.01%
1
1220
$205 ﹤0.01%
1
1221
$201 ﹤0.01%
28
1222
$201 ﹤0.01%
33
+3
1223
$201 ﹤0.01%
10
1224
$200 ﹤0.01%
9
1225
$191 ﹤0.01%
10
47 48
49
50 51