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
126
$3.54M 0.16%
116,114
-4,098
127
$3.51M 0.15%
14,687
-140
128
$3.5M 0.15%
90,201
-10,524
129
$3.34M 0.15%
85,345
-19,586
130
$3.3M 0.15%
5,717
+409
131
$3.23M 0.14%
39,848
-95
132
$3.23M 0.14%
11,722
-687
133
$3.2M 0.14%
50,296
-5,252
134
$3.16M 0.14%
109,253
+32,564
135
$3.09M 0.14%
781
-6
136
$3.03M 0.13%
11,312
+115
137
$2.99M 0.13%
32,282
+429
138
$2.97M 0.13%
8,155
+1,045
139
$2.94M 0.13%
43,591
-1,427
140
$2.93M 0.13%
37,582
-18
141
$2.88M 0.13%
208,544
142
$2.85M 0.13%
26,773
-2,703
143
$2.74M 0.12%
45,645
+6,246
144
$2.72M 0.12%
18,646
-147
145
$2.69M 0.12%
87,017
-2,858
146
$2.68M 0.12%
103,554
+16,500
147
$2.67M 0.12%
19,487
-2,477
148
$2.62M 0.12%
8,395
-233
149
$2.6M 0.11%
31,428
-877
150
$2.46M 0.11%
13,486
-2,141
4 5
6
7 8