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
651
$34.9K ﹤0.01%
4,381
652
$34.8K ﹤0.01%
565
+7
653
$34.8K ﹤0.01%
97
+12
654
$34.7K ﹤0.01%
288
655
$34.5K ﹤0.01%
2,600
+400
656
$34.2K ﹤0.01%
256
+229
657
$33.8K ﹤0.01%
3,872
+14
658
$33.6K ﹤0.01%
215
659
$33.5K ﹤0.01%
323
660
$33.5K ﹤0.01%
387
661
$33.2K ﹤0.01%
603
662
$33.1K ﹤0.01%
1,500
663
$33.1K ﹤0.01%
2,500
664
$33.1K ﹤0.01%
1,010
665
$33K ﹤0.01%
121
666
$32.7K ﹤0.01%
4,719
+25
667
$32.4K ﹤0.01%
1,410
-1,390
668
$32.4K ﹤0.01%
360
669
$32K ﹤0.01%
1,660
670
$31.8K ﹤0.01%
332
671
$31.8K ﹤0.01%
415
-1,701
672
$31.6K ﹤0.01%
379
+258
673
$31.3K ﹤0.01%
153
674
$31.1K ﹤0.01%
132
-75
675
$30.8K ﹤0.01%
1,270
25 26
27
28 29