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
376
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1,400
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$99K 0.01%
1,115
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378
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