SSB
Sandy Spring Bank Portfolio holdings
AUM $2.38B
1-Year Return
8.14%
This Quarter Return
-3.34%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$2.38B
AUM Growth
-$92.1M
(-3.7%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
34.49%
Holding
1,342
New
120
Increased
281
Reduced
373
Closed
110
Top Buys
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$10.4M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$7.86M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$4.79M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$4.63M |
| 5 |
Eli Lilly
LLY
|
+$3.75M |
Top Sells
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
+$4.57M |
| 2 |
Microsoft
MSFT
|
+$2.83M |
| 3 |
Apple
AAPL
|
+$2.59M |
| 4 |
JPMorgan Chase
JPM
|
+$2.39M |
| 5 |
Elevance Health
ELV
|
+$1.88M |
Sector Composition
| 1 | Technology | 16.74% |
| 2 | Financials | 10.62% |
| 3 | Healthcare | 6.82% |
| 4 | Consumer Discretionary | 5.97% |
| 5 | Communication Services | 4.46% |
