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
701
$26.5K ﹤0.01%
416
-610
702
$26.4K ﹤0.01%
300
703
$26.2K ﹤0.01%
50
704
$26.1K ﹤0.01%
1,000
705
$25.6K ﹤0.01%
294
-30
706
$25.3K ﹤0.01%
637
+137
707
$24.4K ﹤0.01%
685
708
$24.3K ﹤0.01%
1,025
709
$24.2K ﹤0.01%
656
+152
710
$24.1K ﹤0.01%
546
+464
711
$24K ﹤0.01%
1,256
712
$23.9K ﹤0.01%
396
713
$23.7K ﹤0.01%
+661
714
$23.6K ﹤0.01%
528
+154
715
$23.4K ﹤0.01%
866
+650
716
$23.4K ﹤0.01%
192
717
$23.4K ﹤0.01%
2,177
+913
718
$23.3K ﹤0.01%
402
719
$23.2K ﹤0.01%
1,559
720
$23.2K ﹤0.01%
400
721
$23.1K ﹤0.01%
775
722
$22.9K ﹤0.01%
593
+4
723
$22.9K ﹤0.01%
149
-160
724
$22.7K ﹤0.01%
402
725
$22.7K ﹤0.01%
132
27 28
29
30 31