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
426
$64K 0.01%
1,865
+1,000
427
$64K 0.01%
2,500
+1,000
428
$63K 0.01%
3,242
-150
429
$63K 0.01%
1,175
-125
430
$61K 0.01%
6,600
431
$61K 0.01%
340
432
$60K ﹤0.01%
+4,725
433
$59K ﹤0.01%
400
434
$59K ﹤0.01%
400
435
$58K ﹤0.01%
1,500
436
$58K ﹤0.01%
1,660
437
$58K ﹤0.01%
2,250
-2,000
438
$58K ﹤0.01%
950
439
$58K ﹤0.01%
728
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440
$58K ﹤0.01%
702
441
$58K ﹤0.01%
4,478
442
$58K ﹤0.01%
2,462
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443
$58K ﹤0.01%
300
444
$58K ﹤0.01%
3,300
445
$57K ﹤0.01%
250
446
$57K ﹤0.01%
7,749
447
$57K ﹤0.01%
1,307
448
$57K ﹤0.01%
2,750
449
$56K ﹤0.01%
662
450
$56K ﹤0.01%
1,325
-97