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
351
$122K 0.01%
1,758
-1,000
352
$122K 0.01%
833
353
$121K 0.01%
3,742
+100
354
$120K 0.01%
8,692
355
$119K 0.01%
1,563
-100
356
$117K 0.01%
4,750
+1,250
357
$117K 0.01%
1,594
358
$116K 0.01%
4,653
359
$115K 0.01%
1,165
360
$113K 0.01%
5,010
361
$113K 0.01%
4,920
+447
362
$112K 0.01%
3,750
363
$112K 0.01%
2,120
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364
$111K 0.01%
1,406
+1,228
365
$110K 0.01%
1,680
366
$108K 0.01%
2,733
367
$107K 0.01%
1,560
368
$104K 0.01%
8,155
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369
$104K 0.01%
5,492
-236
370
$103K 0.01%
5,831
+2,833
371
$103K 0.01%
60,345
372
$103K 0.01%
4,853
-241
373
$103K 0.01%
1,250
374
$102K 0.01%
2,585
-765
375
$102K 0.01%
1,330