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
$1.22B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.91M
3 +$1.96M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.91M

Sector Composition

1 Technology 11.64%
2 Healthcare 11.06%
3 Financials 9.1%
4 Consumer Discretionary 7.39%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.6M 0.46%
120,319
-3,258
52
$5.59M 0.46%
35,150
+3,421
53
$5.51M 0.45%
139,558
-2,764
54
$5.49M 0.45%
98,812
-240
55
$5.48M 0.45%
46,726
+2,425
56
$5.28M 0.43%
126,060
+6,316
57
$5.28M 0.43%
25,561
+2,444
58
$5.25M 0.43%
62,711
+2,550
59
$5.19M 0.43%
89,108
-1,428
60
$5.18M 0.42%
34,691
-182
61
$5.11M 0.42%
163,341
+20,382
62
$5.09M 0.42%
33,941
+1,120
63
$4.96M 0.41%
34,113
+3,085
64
$4.93M 0.4%
101,664
-540
65
$4.88M 0.4%
87,086
-4,258
66
$4.85M 0.4%
53,718
-455
67
$4.84M 0.4%
115,705
-9,178
68
$4.78M 0.39%
90,075
+3,189
69
$4.67M 0.38%
27,426
+132
70
$4.66M 0.38%
43,784
+2,295
71
$4.63M 0.38%
29,021
-255
72
$4.59M 0.38%
31,593
+463
73
$4.55M 0.37%
58,944
-6,380
74
$4.51M 0.37%
177,677
-30,183
75
$4.44M 0.36%
11,936
+468