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
$1.38B
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$1.41M
3 +$976K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$951K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$945K

Sector Composition

1 Technology 12.51%
2 Healthcare 10.24%
3 Financials 10.06%
4 Consumer Discretionary 6.5%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$49K ﹤0.01%
+445
477
$48K ﹤0.01%
1,205
478
$48K ﹤0.01%
850
479
$47K ﹤0.01%
300
480
$47K ﹤0.01%
921
481
$47K ﹤0.01%
3,500
482
$47K ﹤0.01%
3,134
483
$46K ﹤0.01%
+1,666
484
$45K ﹤0.01%
77
+43
485
$45K ﹤0.01%
3,251
+2,251
486
$45K ﹤0.01%
337
487
$44K ﹤0.01%
800
488
$44K ﹤0.01%
481
489
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560
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325
491
$43K ﹤0.01%
490
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$43K ﹤0.01%
430
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$43K ﹤0.01%
1,000
-300
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$41K ﹤0.01%
240
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$41K ﹤0.01%
1,400
500
$41K ﹤0.01%
298