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
176
$1.73M 0.08%
10,803
+5,444
177
$1.72M 0.08%
9,936
+162
178
$1.7M 0.08%
13,483
-3,290
179
$1.69M 0.07%
9,235
-1,834
180
$1.63M 0.07%
15,252
-362
181
$1.63M 0.07%
15,606
+2,600
182
$1.59M 0.07%
32,368
-17
183
$1.57M 0.07%
6,496
184
$1.56M 0.07%
11,392
-383
185
$1.55M 0.07%
7,810
+207
186
$1.53M 0.07%
11,776
+6,049
187
$1.5M 0.07%
9,817
-2,579
188
$1.49M 0.07%
15,239
+12,667
189
$1.43M 0.06%
17,770
+155
190
$1.43M 0.06%
13,423
-993
191
$1.39M 0.06%
6,168
-200
192
$1.38M 0.06%
8,590
+2,030
193
$1.38M 0.06%
64,266
+276
194
$1.36M 0.06%
9,207
195
$1.35M 0.06%
17,809
196
$1.3M 0.06%
7,153
+248
197
$1.3M 0.06%
45,085
+16,407
198
$1.29M 0.06%
55,078
+17,504
199
$1.29M 0.06%
11,136
+1,102
200
$1.28M 0.06%
9,679
-567
6 7
8
9 10