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
476
$45K ﹤0.01%
1,800
477
$44K ﹤0.01%
885
478
$44K ﹤0.01%
+884
479
$44K ﹤0.01%
790
480
$44K ﹤0.01%
+510
481
$44K ﹤0.01%
500
482
$44K ﹤0.01%
639
483
$43K ﹤0.01%
2,296
484
$43K ﹤0.01%
2,035
485
$43K ﹤0.01%
+300
486
$42K ﹤0.01%
+525
487
$42K ﹤0.01%
1,375
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488
$42K ﹤0.01%
850
489
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731
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490
$41K ﹤0.01%
887
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$40K ﹤0.01%
238
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$40K ﹤0.01%
1,505
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$40K ﹤0.01%
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494
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1,100
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495
$38K ﹤0.01%
3,000
-17,300
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$38K ﹤0.01%
600
497
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340
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$38K ﹤0.01%
602
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$37K ﹤0.01%
900
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500
$37K ﹤0.01%
3,000
-10,100