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
751
$2K ﹤0.01%
86
752
$2K ﹤0.01%
+175
753
$2K ﹤0.01%
38
754
$2K ﹤0.01%
+75
755
$2K ﹤0.01%
94
756
$2K ﹤0.01%
381
757
$1K ﹤0.01%
33
-33
758
$1K ﹤0.01%
11
759
$1K ﹤0.01%
60
760
$1K ﹤0.01%
28
761
$1K ﹤0.01%
6
762
$1K ﹤0.01%
8
763
$1K ﹤0.01%
208
764
$1K ﹤0.01%
15
765
$1K ﹤0.01%
+50
766
$1K ﹤0.01%
+39
767
$1K ﹤0.01%
25
768
-1
769
-31
770
-8
771
-170
772
-1
773
-352
774
0
775
-2,000