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
501
$41K ﹤0.01%
341
-74
502
$40K ﹤0.01%
870
-1,255
503
$40K ﹤0.01%
300
504
$40K ﹤0.01%
280
505
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275
506
$39K ﹤0.01%
375
507
$39K ﹤0.01%
120
508
$39K ﹤0.01%
1,997
509
$39K ﹤0.01%
7,718
510
$38K ﹤0.01%
238
511
$38K ﹤0.01%
+1,324
512
$38K ﹤0.01%
300
-44
513
$38K ﹤0.01%
4,485
-3,014
514
$37K ﹤0.01%
1,260
-507
515
$37K ﹤0.01%
150
516
$37K ﹤0.01%
460
517
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900
518
$37K ﹤0.01%
872
519
$36K ﹤0.01%
8,670
520
$34K ﹤0.01%
310
521
$34K ﹤0.01%
1,333
522
$34K ﹤0.01%
127
523
$34K ﹤0.01%
247
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524
$34K ﹤0.01%
2,400
525
$34K ﹤0.01%
400