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
626
$18K ﹤0.01%
515
+389
627
$18K ﹤0.01%
250
628
$18K ﹤0.01%
1,500
629
$18K ﹤0.01%
371
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630
$18K ﹤0.01%
150
631
$18K ﹤0.01%
375
632
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+1,000
633
$17K ﹤0.01%
149
634
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300
-431
635
$17K ﹤0.01%
425
636
$17K ﹤0.01%
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637
$17K ﹤0.01%
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638
$17K ﹤0.01%
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639
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244
640
$17K ﹤0.01%
1,000
641
$17K ﹤0.01%
75
642
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810
648
$16K ﹤0.01%
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649
$16K ﹤0.01%
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650
$16K ﹤0.01%
150