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
151
$2.46M 0.11%
15,822
+1,445
152
$2.45M 0.11%
25,404
-1,947
153
$2.43M 0.11%
11,998
-1,513
154
$2.42M 0.11%
52,123
-1,425
155
$2.36M 0.1%
15,034
+27
156
$2.33M 0.1%
20,745
+3,285
157
$2.22M 0.1%
4,761
+11
158
$2.2M 0.1%
44,813
-167
159
$2.18M 0.1%
37,452
160
$2.17M 0.1%
24,291
-95
161
$2.16M 0.1%
22,245
+1,018
162
$2.14M 0.09%
4,289
+1,321
163
$2.07M 0.09%
35,736
-859
164
$2.06M 0.09%
29,220
-1,053
165
$2.02M 0.09%
25,278
+252
166
$1.99M 0.09%
37,266
+8,473
167
$1.94M 0.09%
26,657
+16,947
168
$1.94M 0.09%
14,138
+44
169
$1.89M 0.08%
18,678
+145
170
$1.88M 0.08%
13,319
+177
171
$1.79M 0.08%
44,971
-4,083
172
$1.78M 0.08%
19,542
-750
173
$1.78M 0.08%
32,437
+2,444
174
$1.75M 0.08%
15,889
-802
175
$1.74M 0.08%
47,000
+1,864
5 6
7
8 9