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
101
$4.94M 0.22%
43,151
+931
102
$4.93M 0.22%
14,994
+1,101
103
$4.92M 0.22%
63,662
-24,980
104
$4.89M 0.22%
215,904
+10,132
105
$4.83M 0.21%
14,488
-213
106
$4.69M 0.21%
220,661
+18,228
107
$4.62M 0.2%
111,327
-1,698
108
$4.54M 0.2%
20,205
+653
109
$4.52M 0.2%
57,989
+18,412
110
$4.47M 0.2%
20,517
+2,035
111
$4.41M 0.19%
4,314
+400
112
$4.37M 0.19%
215,218
+20,203
113
$4.34M 0.19%
16,875
-141
114
$4.27M 0.19%
102,753
-3,496
115
$4.16M 0.18%
165,390
-31,574
116
$4.1M 0.18%
74,537
-847
117
$4.05M 0.18%
10,841
-325
118
$3.93M 0.17%
159,989
+25,530
119
$3.92M 0.17%
22,246
+1,163
120
$3.88M 0.17%
22,223
+1,592
121
$3.77M 0.17%
63,857
-2,603
122
$3.7M 0.16%
17,252
+467
123
$3.67M 0.16%
145,531
+51,629
124
$3.57M 0.16%
10,788
+40
125
$3.55M 0.16%
13,960
-846
3 4
5
6 7