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
526
$65.6K ﹤0.01%
627
527
$65.2K ﹤0.01%
4,912
+201
528
$64.9K ﹤0.01%
580
-70
529
$64.3K ﹤0.01%
7,222
-4,584
530
$64.1K ﹤0.01%
450
+30
531
$63.8K ﹤0.01%
730
-70
532
$63.7K ﹤0.01%
1,500
533
$63K ﹤0.01%
1,676
+114
534
$62.9K ﹤0.01%
1,976
+72
535
$62.8K ﹤0.01%
1,810
536
$61.9K ﹤0.01%
1,609
537
$61.9K ﹤0.01%
335
+44
538
$61.3K ﹤0.01%
2,990
-1,334
539
$61.2K ﹤0.01%
735
540
$60.7K ﹤0.01%
1,267
541
$60.5K ﹤0.01%
3,375
542
$60.2K ﹤0.01%
812
-49
543
$59.8K ﹤0.01%
1,500
544
$59.5K ﹤0.01%
744
545
$59.2K ﹤0.01%
8,106
+900
546
$58.8K ﹤0.01%
317
547
$58.6K ﹤0.01%
1,286
548
$58.2K ﹤0.01%
3,498
+1,148
549
$58.1K ﹤0.01%
534
550
$57.2K ﹤0.01%
773
20 21
22
23 24