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
576
$24K ﹤0.01%
647
577
$24K ﹤0.01%
425
578
$24K ﹤0.01%
250
-250
579
$23K ﹤0.01%
361
-433
580
$23K ﹤0.01%
2,000
581
$23K ﹤0.01%
+675
582
$23K ﹤0.01%
64
583
$23K ﹤0.01%
+178
584
$23K ﹤0.01%
428
585
$23K ﹤0.01%
378
586
$23K ﹤0.01%
300
-401
587
$23K ﹤0.01%
200
588
$22K ﹤0.01%
830
589
$22K ﹤0.01%
240
-40
590
$22K ﹤0.01%
767
591
$22K ﹤0.01%
+2,080
592
$22K ﹤0.01%
597
-278
593
$22K ﹤0.01%
1,200
594
$22K ﹤0.01%
357
+51
595
$22K ﹤0.01%
204
596
$21K ﹤0.01%
600
597
$21K ﹤0.01%
2,206
598
$21K ﹤0.01%
500
-200
599
$21K ﹤0.01%
210
600
$21K ﹤0.01%
1,000
22 23
24
25 26