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
501
$37K ﹤0.01%
+500
502
$37K ﹤0.01%
1,333
+1,050
503
$37K ﹤0.01%
7,718
504
$36K ﹤0.01%
298
505
$36K ﹤0.01%
1,077
+1,000
506
$35K ﹤0.01%
636
507
$35K ﹤0.01%
+1,750
508
$35K ﹤0.01%
538
509
$35K ﹤0.01%
1,797
510
$34K ﹤0.01%
+310
511
$34K ﹤0.01%
500
512
$34K ﹤0.01%
378
-170
513
$34K ﹤0.01%
1,014
-288
514
$34K ﹤0.01%
+2,425
515
$33K ﹤0.01%
1,185
+1,075
516
$33K ﹤0.01%
1,333
517
$33K ﹤0.01%
+375
518
$33K ﹤0.01%
+1,100
519
$33K ﹤0.01%
200
520
$32K ﹤0.01%
560
521
$32K ﹤0.01%
2,400
522
$32K ﹤0.01%
246
523
$31K ﹤0.01%
+275
524
$31K ﹤0.01%
356
525
$31K ﹤0.01%
+850