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
651
$16K ﹤0.01%
300
652
$16K ﹤0.01%
200
-100
653
$16K ﹤0.01%
1,425
654
$16K ﹤0.01%
155
655
$16K ﹤0.01%
+375
656
$16K ﹤0.01%
+5,000
657
$15K ﹤0.01%
120
658
$15K ﹤0.01%
+506
659
$15K ﹤0.01%
1,000
660
$15K ﹤0.01%
+318
661
$15K ﹤0.01%
2,175
662
$15K ﹤0.01%
110
+55
663
$14K ﹤0.01%
100
664
$14K ﹤0.01%
+200
665
$14K ﹤0.01%
260
666
$14K ﹤0.01%
214
667
$14K ﹤0.01%
300
668
$14K ﹤0.01%
500
-260
669
$14K ﹤0.01%
+300
670
$14K ﹤0.01%
+506
671
$14K ﹤0.01%
1,750
672
$14K ﹤0.01%
+848
673
$14K ﹤0.01%
200
674
$14K ﹤0.01%
118
675
$13K ﹤0.01%
150
+21