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
1226
$179 ﹤0.01%
9
1227
$176 ﹤0.01%
5
1228
$173 ﹤0.01%
2
1229
$167 ﹤0.01%
6
1230
$165 ﹤0.01%
10
-25
1231
$164 ﹤0.01%
3
1232
$162 ﹤0.01%
35
1233
$162 ﹤0.01%
4
1234
$154 ﹤0.01%
4
1235
$146 ﹤0.01%
3
-45
1236
$145 ﹤0.01%
+41
1237
$144 ﹤0.01%
2
1238
$144 ﹤0.01%
+400
1239
$143 ﹤0.01%
4
1240
$138 ﹤0.01%
2
1241
$135 ﹤0.01%
27
1242
$132 ﹤0.01%
122
1243
$115 ﹤0.01%
+100
1244
$112 ﹤0.01%
13
1245
$109 ﹤0.01%
2
1246
$98 ﹤0.01%
10
1247
$82 ﹤0.01%
+3
1248
$78 ﹤0.01%
8
1249
$76 ﹤0.01%
2
1250
$71 ﹤0.01%
2
48 49
50
51 52