SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$7.13M
2
+$5.45M
3
+$5.39M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.66M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.16M

Top Sells

1
+$2.7M
2
+$2.02M
3
+$1.92M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.44M

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
1276
– –
-639
1277
– –
-77
1278
– –
-379
1279
– –
-27
1280
– –
-24
1281
– –
-4,375
1282
– –
-118
1283
– –
-1,908
1284
– –
-1,941
1285
– –
-125
1286
– –
-79
1287
– –
-50
1288
– –
-36
1289
– –
-500
1290
– –
-2
1291
– –
-4
1292
– –
-1
1293
– –
-84
1294
– –
-3
1295
– –
-34
1296
– –
-1,000
1297
– –
-701
1298
– –
-133
1299
– –
-60
1300
– –
-20
50 51
52
53 54