SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.2M
3
+$3.16M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$745K
5
TROW icon
T. Rowe Price
TROW
+$657K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.29%
3 Financials 9.66%
4 Consumer Discretionary 6.79%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$46K ﹤0.01%
2,296
477
$45K ﹤0.01%
1,110
+690
478
$44K ﹤0.01%
2,295
-276
479
$44K ﹤0.01%
850
480
$43K ﹤0.01%
385
481
$43K ﹤0.01%
1,398
-2,220
482
$43K ﹤0.01%
801
483
$42K ﹤0.01%
271
+33
484
$42K ﹤0.01%
500
485
$42K ﹤0.01%
3,000
486
$41K ﹤0.01%
300
+100
487
$41K ﹤0.01%
+403
488
$41K ﹤0.01%
240
489
$41K ﹤0.01%
200
-43
490
$41K ﹤0.01%
1,599
-326
491
$40K ﹤0.01%
1,066
-281
492
$40K ﹤0.01%
9,017
-322
493
$40K ﹤0.01%
3,900
-1,025
494
$40K ﹤0.01%
7,718
495
$40K ﹤0.01%
6,524
496
$39K ﹤0.01%
+430
497
$39K ﹤0.01%
481
498
$39K ﹤0.01%
1,000
499
$39K ﹤0.01%
675
-300
500
$38K ﹤0.01%
1,818
18 19
20
21 22