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
$2.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.62M
3
+$3.13M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.78M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.75M

Top Sells

1
+$2.24M
2
+$1.8M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.26M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.18M

Sector Composition

1 Technology 17.52%
2 Financials 9.08%
3 Healthcare 7.99%
4 Consumer Discretionary 6.51%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$92.9K ﹤0.01%
97
+33
477
$92.1K ﹤0.01%
8,036
478
$91.5K ﹤0.01%
838
479
$90.9K ﹤0.01%
2,690
-9
480
$90.6K ﹤0.01%
7,300
481
$90.5K ﹤0.01%
884
-21
482
$89.6K ﹤0.01%
945
483
$89.3K ﹤0.01%
1,524
-78
484
$89.2K ﹤0.01%
2,794
485
$87.2K ﹤0.01%
370
-25
486
$87.2K ﹤0.01%
743
-868
487
$86K ﹤0.01%
3,846
+2,511
488
$85.8K ﹤0.01%
1,978
+290
489
$85.7K ﹤0.01%
150
+5
490
$84.9K ﹤0.01%
1,580
+110
491
$84.5K ﹤0.01%
1,009
-714
492
$84.2K ﹤0.01%
1,965
493
$84.2K ﹤0.01%
1,377
-196
494
$84K ﹤0.01%
960
495
$82.7K ﹤0.01%
1,170
-309
496
$82.7K ﹤0.01%
750
-400
497
$81.8K ﹤0.01%
180
+44
498
$80.5K ﹤0.01%
2,923
+16
499
$80.4K ﹤0.01%
2,150
500
$80.1K ﹤0.01%
637
+1
18 19
20
21 22