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
$1.22B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.91M
3 +$1.96M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.91M

Sector Composition

1 Technology 11.64%
2 Healthcare 11.06%
3 Financials 9.1%
4 Consumer Discretionary 7.39%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$16K ﹤0.01%
176
627
$16K ﹤0.01%
420
628
$16K ﹤0.01%
300
629
$16K ﹤0.01%
120
630
$16K ﹤0.01%
440
-270
631
$15K ﹤0.01%
+200
632
$15K ﹤0.01%
120
633
$15K ﹤0.01%
155
634
$15K ﹤0.01%
45
+15
635
$15K ﹤0.01%
810
636
$15K ﹤0.01%
200
-500
637
$15K ﹤0.01%
275
-2,843
638
$15K ﹤0.01%
300
639
$15K ﹤0.01%
236
640
$14K ﹤0.01%
173
641
$14K ﹤0.01%
425
642
$14K ﹤0.01%
475
-600
643
$14K ﹤0.01%
850
644
$14K ﹤0.01%
222
645
$14K ﹤0.01%
+425
646
$14K ﹤0.01%
+75
647
$13K ﹤0.01%
400
648
$13K ﹤0.01%
129
649
$13K ﹤0.01%
195
650
$13K ﹤0.01%
200