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
1251
$66 ﹤0.01%
+4
1252
$65 ﹤0.01%
1
1253
$52 ﹤0.01%
1
1254
$45 ﹤0.01%
1
1255
$45 ﹤0.01%
2
1256
$44 ﹤0.01%
35
1257
$44 ﹤0.01%
15
1258
$43 ﹤0.01%
5
1259
$42 ﹤0.01%
+3
1260
$42 ﹤0.01%
2
1261
– –
0
1262
$37 ﹤0.01%
4
1263
$32 ﹤0.01%
17
1264
$25 ﹤0.01%
+1
1265
$21 ﹤0.01%
5
1266
$20 ﹤0.01%
+100
1267
– –
0
1268
$15 ﹤0.01%
+1
1269
$11 ﹤0.01%
1
1270
$10 ﹤0.01%
3
1271
$9 ﹤0.01%
3
1272
$7 ﹤0.01%
1
1273
– –
0
1274
– –
0
1275
– –
-206
49 50
51
52 53