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
676
$30.7K ﹤0.01%
708
677
$30.1K ﹤0.01%
750
678
$30.1K ﹤0.01%
1,056
-1,136
679
$29.8K ﹤0.01%
801
680
$29.4K ﹤0.01%
+639
681
$29.1K ﹤0.01%
214
682
$29.1K ﹤0.01%
500
683
$29K ﹤0.01%
+87
684
$28.8K ﹤0.01%
737
685
$28.7K ﹤0.01%
800
686
$28.7K ﹤0.01%
210
687
$28.5K ﹤0.01%
1,400
688
$28.4K ﹤0.01%
98
689
$28.4K ﹤0.01%
3,925
+2,114
690
$28.4K ﹤0.01%
400
691
$28K ﹤0.01%
+250
692
$27.9K ﹤0.01%
880
693
$27.7K ﹤0.01%
2,500
694
$27.6K ﹤0.01%
555
-14
695
$27.4K ﹤0.01%
1,139
696
$27.1K ﹤0.01%
942
-444
697
$27.1K ﹤0.01%
360
+105
698
$27K ﹤0.01%
125
+10
699
$26.9K ﹤0.01%
1,187
+243
700
$26.6K ﹤0.01%
200
26 27
28
29 30