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
$1.38B
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$1.41M
3 +$976K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$951K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$945K

Sector Composition

1 Technology 12.51%
2 Healthcare 10.24%
3 Financials 10.06%
4 Consumer Discretionary 6.5%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$7K ﹤0.01%
548
752
$7K ﹤0.01%
225
+75
753
$7K ﹤0.01%
470
-300
754
$6K ﹤0.01%
133
755
$6K ﹤0.01%
130
756
$6K ﹤0.01%
250
757
$6K ﹤0.01%
124
-169
758
$6K ﹤0.01%
+157
759
$6K ﹤0.01%
284
760
$6K ﹤0.01%
+161
761
$6K ﹤0.01%
100
-100
762
$6K ﹤0.01%
103
763
$6K ﹤0.01%
150
764
$6K ﹤0.01%
+91
765
$6K ﹤0.01%
100
766
$5K ﹤0.01%
40
767
$5K ﹤0.01%
+100
768
$5K ﹤0.01%
50
-180
769
$5K ﹤0.01%
1,000
-1,000
770
$5K ﹤0.01%
118
771
$5K ﹤0.01%
25
772
$5K ﹤0.01%
85
-165
773
$5K ﹤0.01%
150
774
$5K ﹤0.01%
103
775
$5K ﹤0.01%
176