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
26
$10.3M 0.85%
21,931
+802
27
$10.3M 0.85%
109,236
-1,758
28
$10.1M 0.83%
138,054
+3,923
29
$9.86M 0.81%
184,763
-12,533
30
$9.39M 0.77%
66,301
-695
31
$9.25M 0.76%
82,725
-4,854
32
$9.03M 0.74%
73,856
-237
33
$8.91M 0.73%
143,548
+18
34
$8.43M 0.69%
45,397
-1,770
35
$8.43M 0.69%
51,250
+11,914
36
$7.35M 0.6%
93,379
+2,438
37
$7.35M 0.6%
64,027
-49
38
$7.21M 0.59%
33,662
+602
39
$7.11M 0.58%
144,559
+9,938
40
$7.06M 0.58%
43,657
+855
41
$6.97M 0.57%
83,791
-5,213
42
$6.93M 0.57%
169,020
+1,998
43
$6.78M 0.56%
114,057
+3,168
44
$6.77M 0.56%
101,423
-4,116
45
$6.76M 0.55%
111,980
+940
46
$6.71M 0.55%
38,091
-1,437
47
$6.55M 0.54%
36,309
-838
48
$6.34M 0.52%
399,403
-34,449
49
$6.32M 0.52%
93,393
+21,654
50
$5.8M 0.48%
32,644
-93