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
501
$80.1K ﹤0.01%
3,517
+75
502
$79K ﹤0.01%
1,005
503
$78.9K ﹤0.01%
6,524
504
$78.6K ﹤0.01%
1,109
-25
505
$78.5K ﹤0.01%
368
506
$78.2K ﹤0.01%
1,203
+369
507
$76.9K ﹤0.01%
448
508
$75.8K ﹤0.01%
396
509
$75.7K ﹤0.01%
+1,277
510
$74.3K ﹤0.01%
908
-2,500
511
$74.1K ﹤0.01%
924
+1
512
$73.2K ﹤0.01%
4,367
513
$72.5K ﹤0.01%
1,000
514
$72K ﹤0.01%
230
515
$71.2K ﹤0.01%
1,500
516
$70.6K ﹤0.01%
700
517
$69.9K ﹤0.01%
750
518
$69.5K ﹤0.01%
3,340
+96
519
$69.4K ﹤0.01%
2,350
-200
520
$69.2K ﹤0.01%
3,125
521
$68.9K ﹤0.01%
8,443
522
$68.2K ﹤0.01%
173
523
$67.7K ﹤0.01%
936
-186
524
$67.7K ﹤0.01%
551
525
$67K ﹤0.01%
505
19 20
21
22 23