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
201
$1.23M 0.05%
10,120
+122
202
$1.23M 0.05%
4,120
-51
203
$1.23M 0.05%
15,849
-247
204
$1.23M 0.05%
42,576
+3,505
205
$1.23M 0.05%
17,286
-2,224
206
$1.22M 0.05%
5,136
+2,096
207
$1.21M 0.05%
12,710
-2,212
208
$1.19M 0.05%
12,154
-299
209
$1.19M 0.05%
33,333
-2,663
210
$1.17M 0.05%
41,709
-13,506
211
$1.16M 0.05%
7,984
-2,374
212
$1.13M 0.05%
3,779
-918
213
$1.11M 0.05%
28,542
-188
214
$1.09M 0.05%
6,738
+243
215
$1.08M 0.05%
3,901
-244
216
$1.06M 0.05%
42,440
+3,021
217
$1.06M 0.05%
12,583
+745
218
$1.06M 0.05%
19,594
-798
219
$1.05M 0.05%
40,315
-2,934
220
$1.04M 0.05%
13,239
+41
221
$1.04M 0.05%
41,027
+5,232
222
$1.04M 0.05%
1,537
+16
223
$1.03M 0.05%
7,624
+233
224
$1.03M 0.05%
41,162
+2,022
225
$1.01M 0.04%
12,374
+764
7 8
9
10 11