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
626
$40.5K ﹤0.01%
1,200
627
$40K ﹤0.01%
765
+265
628
$39.6K ﹤0.01%
+1,200
629
$39.3K ﹤0.01%
+450
630
$39K ﹤0.01%
1,575
631
$38.7K ﹤0.01%
187
+43
632
$38.3K ﹤0.01%
2,759
-20
633
$37.9K ﹤0.01%
1,744
634
$37.8K ﹤0.01%
3,100
635
$37.2K ﹤0.01%
141
636
$37K ﹤0.01%
813
637
$36.6K ﹤0.01%
+318
638
$36.2K ﹤0.01%
1,430
+780
639
$36.2K ﹤0.01%
1,010
-235
640
$36.1K ﹤0.01%
614
641
$36K ﹤0.01%
590
642
$35.7K ﹤0.01%
103
643
$35.6K ﹤0.01%
1,588
644
$35.4K ﹤0.01%
537
645
$35.1K ﹤0.01%
267
646
$35.1K ﹤0.01%
+800
647
$35K ﹤0.01%
212
-35
648
$35K ﹤0.01%
1,865
-742
649
$34.9K ﹤0.01%
1,948
+1,748
650
$34.9K ﹤0.01%
600
+500
24 25
26
27 28