SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+6.69%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$2.43B
AUM Growth
+$162M
(+7.1%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
35.32%
Holding
1,334
New
60
Increased
248
Reduced
359
Closed
137
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.99M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$3.87M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.27M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.21M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$2.89M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
+$2.84M |
| 2 |
Fortive
FTV
|
+$1.45M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.22M |
| 4 |
Abbott
ABT
|
+$1.12M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$914K |
Sector Composition
| 1 | Technology | 18.34% |
| 2 | Financials | 9.46% |
| 3 | Healthcare | 7.44% |
| 4 | Consumer Discretionary | 6.18% |
| 5 | Communication Services | 4.62% |
