SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+6.42%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.1B
AUM Growth
+$51.8M
(+5%)
Cap. Flow
-$7.78M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
913
New
105
Increased
184
Reduced
243
Closed
76
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
+$5.63M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
+$5.46M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.83M |
| 4 |
Quanta Services
PWR
|
+$1.43M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$938K |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$1.92M |
| 2 |
Polaris
PII
|
+$1.65M |
| 3 |
GE Aerospace
GE
|
+$1.62M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.37M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.05M |
Sector Composition
| 1 | Technology | 11.58% |
| 2 | Healthcare | 10.93% |
| 3 | Financials | 8.98% |
| 4 | Consumer Discretionary | 6.87% |
| 5 | Industrials | 6.68% |
