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
$1.22B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.91M
3 +$1.96M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.91M

Sector Composition

1 Technology 11.64%
2 Healthcare 11.06%
3 Financials 9.1%
4 Consumer Discretionary 7.39%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$208K 0.02%
+3,308
302
$208K 0.02%
8,220
+2,495
303
$207K 0.02%
908
304
$205K 0.02%
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305
$205K 0.02%
5,055
306
$199K 0.02%
2,254
-2,269
307
$196K 0.02%
8,425
+6,305
308
$188K 0.02%
2,405
309
$187K 0.02%
2,764
310
$185K 0.02%
8,339
311
$184K 0.02%
15,864
312
$177K 0.01%
2,490
313
$174K 0.01%
5,468
314
$173K 0.01%
906
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315
$171K 0.01%
1,505
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316
$171K 0.01%
806
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317
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318
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$162K 0.01%
958
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320
$160K 0.01%
1,389
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321
$160K 0.01%
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322
$157K 0.01%
8,500
323
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6,145
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324
$151K 0.01%
2,800
+1,000
325
$150K 0.01%
6,400