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
576
$48.8K ﹤0.01%
+1,750
577
$48.7K ﹤0.01%
59
+6
578
$48.4K ﹤0.01%
5,000
579
$48.2K ﹤0.01%
1,440
580
$48.2K ﹤0.01%
147
581
$48.2K ﹤0.01%
1,120
+78
582
$48.1K ﹤0.01%
945
+1
583
$48K ﹤0.01%
910
+535
584
$48K ﹤0.01%
4,000
585
$47.8K ﹤0.01%
86
586
$47.8K ﹤0.01%
829
+29
587
$47.7K ﹤0.01%
401
588
$47.6K ﹤0.01%
+358
589
$47.4K ﹤0.01%
250
590
$47.3K ﹤0.01%
1,042
591
$47.3K ﹤0.01%
1,210
592
$47.3K ﹤0.01%
1,620
-30
593
$47.1K ﹤0.01%
396
+150
594
$47K ﹤0.01%
794
+278
595
$46.9K ﹤0.01%
516
+39
596
$46.5K ﹤0.01%
1,250
+100
597
$46.5K ﹤0.01%
+429
598
$46.4K ﹤0.01%
675
599
$46.2K ﹤0.01%
1,227
+32
600
$46.2K ﹤0.01%
+1,040
22 23
24
25 26