SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1 +$5.41M
2 +$3.2M
3 +$3.16M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M

Top Sells

1 +$1.66M
2 +$1.32M
3 +$1.15M
4
WFC icon
Wells Fargo
WFC
+$745K
5
TROW icon
T. Rowe Price
TROW
+$657K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.29%
3 Financials 9.66%
4 Consumer Discretionary 6.79%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
200
727
$9K ﹤0.01%
245
728
$9K ﹤0.01%
50
729
$9K ﹤0.01%
175
+132
730
$9K ﹤0.01%
870
+20
731
$9K ﹤0.01%
+825
732
$9K ﹤0.01%
66
+28
733
$9K ﹤0.01%
1,010
734
$8K ﹤0.01%
150
-150
735
$8K ﹤0.01%
+42
736
$8K ﹤0.01%
+550
737
$8K ﹤0.01%
+1,451
738
$8K ﹤0.01%
160
739
$8K ﹤0.01%
1,081
740
$8K ﹤0.01%
59
741
$8K ﹤0.01%
138
742
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258
743
$7K ﹤0.01%
200
744
$7K ﹤0.01%
24
745
$7K ﹤0.01%
+1,028
746
$7K ﹤0.01%
425
+250
747
$7K ﹤0.01%
130
748
$7K ﹤0.01%
30
-700
749
$7K ﹤0.01%
+53
750
$7K ﹤0.01%
58