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
401
$148K 0.01%
13,594
402
$148K 0.01%
2,916
+2,500
403
$147K 0.01%
1,014
+39
404
$147K 0.01%
440
405
$146K 0.01%
1,721
406
$145K 0.01%
1,611
+1,416
407
$144K 0.01%
2,870
+1,200
408
$139K 0.01%
3,316
-2,483
409
$139K 0.01%
1,533
410
$136K 0.01%
1,273
+1,150
411
$136K 0.01%
1,660
412
$132K 0.01%
1,452
+230
413
$131K 0.01%
1,800
414
$131K 0.01%
2,781
415
$131K 0.01%
+2,287
416
$130K 0.01%
770
417
$128K 0.01%
11,567
-500
418
$128K 0.01%
1,629
419
$127K 0.01%
2,022
420
$127K 0.01%
303
+105
421
$126K 0.01%
1,260
+4
422
$126K 0.01%
1,716
-1,584
423
$126K 0.01%
3,730
424
$123K 0.01%
1,890
+45
425
$123K 0.01%
840
15 16
17
18 19