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
726
$5K ﹤0.01%
50
727
$5K ﹤0.01%
172
728
$5K ﹤0.01%
+450
729
$5K ﹤0.01%
295
730
$4K ﹤0.01%
121
-31
731
$4K ﹤0.01%
175
732
$4K ﹤0.01%
110
733
$4K ﹤0.01%
+10
734
$4K ﹤0.01%
+150
735
$4K ﹤0.01%
8
736
$4K ﹤0.01%
907
737
$4K ﹤0.01%
230
738
$3K ﹤0.01%
50
739
$3K ﹤0.01%
200
740
$3K ﹤0.01%
43
741
$3K ﹤0.01%
+500
742
$3K ﹤0.01%
267
743
$3K ﹤0.01%
58
744
$3K ﹤0.01%
48
745
$3K ﹤0.01%
400
746
$2K ﹤0.01%
100
747
$2K ﹤0.01%
280
748
$2K ﹤0.01%
130
-131
749
$2K ﹤0.01%
200
750
$2K ﹤0.01%
38