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
$1.24B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.2M
3
+$3.16M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$745K
5
TROW icon
T. Rowe Price
TROW
+$657K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.29%
3 Financials 9.66%
4 Consumer Discretionary 6.79%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$28K ﹤0.01%
+1,254
552
$27K ﹤0.01%
115
553
$27K ﹤0.01%
+738
554
$27K ﹤0.01%
68
555
$27K ﹤0.01%
500
556
$27K ﹤0.01%
783
557
$27K ﹤0.01%
372
558
$27K ﹤0.01%
950
559
$27K ﹤0.01%
20
560
$27K ﹤0.01%
100
561
$27K ﹤0.01%
366
-24
562
$27K ﹤0.01%
1,160
-2,500
563
$26K ﹤0.01%
374
564
$26K ﹤0.01%
880
565
$26K ﹤0.01%
122
566
$26K ﹤0.01%
+200
567
$26K ﹤0.01%
400
568
$26K ﹤0.01%
256
-40
569
$25K ﹤0.01%
460
570
$25K ﹤0.01%
213
571
$25K ﹤0.01%
4,465
572
$25K ﹤0.01%
900
573
$25K ﹤0.01%
590
574
$24K ﹤0.01%
364
-1,824
575
$24K ﹤0.01%
194
+55
21 22
23
24 25