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
$2.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.62M
3
+$3.13M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.78M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.75M

Top Sells

1
+$2.24M
2
+$1.8M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.26M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.18M

Sector Composition

1 Technology 17.52%
2 Financials 9.08%
3 Healthcare 7.99%
4 Consumer Discretionary 6.51%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$235K 0.01%
5,493
-15
352
$235K 0.01%
3,357
+163
353
$229K 0.01%
12,600
354
$228K 0.01%
2,250
355
$227K 0.01%
4,392
+96
356
$225K 0.01%
2,572
+610
357
$223K 0.01%
4,083
+675
358
$220K 0.01%
1,338
+391
359
$219K 0.01%
968
-1
360
$217K 0.01%
3,735
-2,390
361
$214K 0.01%
5,025
-503
362
$214K 0.01%
11,648
-116
363
$211K 0.01%
2,728
364
$211K 0.01%
2,879
-629
365
$207K 0.01%
1,008
-448
366
$203K 0.01%
1,269
-42
367
$202K 0.01%
1,538
-26
368
$198K 0.01%
4,373
369
$196K 0.01%
2,002
+132
370
$195K 0.01%
5,536
371
$195K 0.01%
4,849
-3,655
372
$194K 0.01%
3,241
+10
373
$190K 0.01%
984
+507
374
$187K 0.01%
349
+9
375
$187K 0.01%
624
13 14
15
16 17