SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+9.33%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.46B
AUM Growth
+$118M
(+8.8%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
1,014
New
120
Increased
202
Reduced
255
Closed
92
Top Buys
| 1 |
Walmart
WMT
|
+$2.18M |
| 2 |
TSMC
TSM
|
+$1.42M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
+$1.29M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.23M |
| 5 |
Philip Morris
PM
|
+$1.22M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.49M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.36M |
| 3 |
RTX Corp
RTX
|
+$1.58M |
| 4 |
Apple
AAPL
|
+$1.2M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$1.09M |
Sector Composition
| 1 | Technology | 15.75% |
| 2 | Healthcare | 10.69% |
| 3 | Financials | 8.87% |
| 4 | Consumer Discretionary | 8.21% |
| 5 | Communication Services | 6.11% |
