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
1
$140M 6.17%
2,389,797
+17,479
2
$128M 5.63%
233,391
+13,550
3
$99.8M 4.4%
473,996
-7,713
4
$93.3M 4.11%
208,740
-4,793
5
$88.8M 3.92%
719,081
-11,669
6
$69M 3.04%
646,938
+3,737
7
$60.1M 2.65%
110,489
-2,016
8
$50.5M 2.23%
94,344
-2,011
9
$49.6M 2.19%
256,682
+2,668
10
$37.7M 1.66%
205,770
+231
11
$34.4M 1.52%
84,585
+11,407
12
$33.8M 1.49%
596,612
+96,394
13
$33.4M 1.47%
165,293
-1,301
14
$33.2M 1.46%
376,513
-17,290
15
$32.4M 1.43%
253,870
-22,660
16
$27.7M 1.22%
592,769
-6,574
17
$25.8M 1.14%
141,463
-3,144
18
$23.1M 1.02%
466,863
+19,241
19
$21.2M 0.94%
125,214
+4,246
20
$20.7M 0.91%
46,856
-734
21
$19.8M 0.87%
79,175
-1,157
22
$19.4M 0.86%
38,500
+2,066
23
$19M 0.84%
280,461
-5,535
24
$18.2M 0.8%
21,359
-197
25
$17.4M 0.77%
50,592
-274
1
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