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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
1301
– –
-100
1302
– –
-2,500
1303
– –
-23
1304
– –
-185
1305
– –
-27
1306
– –
-2
1307
– –
-559
1308
– –
-288
1309
– –
-750
1310
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-50
1311
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-206
1312
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-390
1313
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-58
1314
– –
-154
1315
– –
-200
1316
– –
-7
1317
– –
-4
1318
– –
-650
1319
– –
-1,270
1320
– –
-256
1321
– –
-300
1322
– –
-50
1323
– –
-10
1324
– –
-2,624
1325
– –
-300
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