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
551
$56.9K ﹤0.01%
4,668
552
$56.7K ﹤0.01%
+466
553
$56.4K ﹤0.01%
675
-59
554
$56.4K ﹤0.01%
510
555
$55.9K ﹤0.01%
2,055
+1
556
$55.6K ﹤0.01%
+737
557
$55.3K ﹤0.01%
5,000
558
$55K ﹤0.01%
920
559
$54.9K ﹤0.01%
54
+49
560
$54.9K ﹤0.01%
2,688
561
$54.6K ﹤0.01%
564
562
$54.4K ﹤0.01%
6,251
563
$54.2K ﹤0.01%
205
564
$54K ﹤0.01%
1,143
565
$53.8K ﹤0.01%
1,166
+3
566
$53.8K ﹤0.01%
824
567
$53.1K ﹤0.01%
425
+100
568
$52.7K ﹤0.01%
258
-11
569
$52.6K ﹤0.01%
469
570
$50.8K ﹤0.01%
500
571
$50.7K ﹤0.01%
1,059
572
$50.7K ﹤0.01%
+476
573
$50.6K ﹤0.01%
324
574
$50.2K ﹤0.01%
3,569
575
$49K ﹤0.01%
500
21 22
23
24 25