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
$2.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,305
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.62M
3
+$3.13M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.78M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.75M

Top Sells

1
+$2.24M
2
+$1.8M
3
+$1.31M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.26M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.18M

Sector Composition

1 Technology 17.52%
2 Financials 9.08%
3 Healthcare 7.99%
4 Consumer Discretionary 6.51%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$14.4K ﹤0.01%
345
802
$14.2K ﹤0.01%
166
+16
803
$14K ﹤0.01%
204
804
$13.9K ﹤0.01%
400
805
$13.8K ﹤0.01%
119
806
$13.4K ﹤0.01%
295
+3
807
$13.1K ﹤0.01%
63
+40
808
$13.1K ﹤0.01%
+381
809
$13.1K ﹤0.01%
43
810
$13K ﹤0.01%
750
811
$12.9K ﹤0.01%
300
812
$12.9K ﹤0.01%
+800
813
$12.9K ﹤0.01%
+75
814
$12.8K ﹤0.01%
282
-40
815
$12.8K ﹤0.01%
487
+400
816
$12.6K ﹤0.01%
559
817
$12.5K ﹤0.01%
81
818
$12.5K ﹤0.01%
+75
819
$12.5K ﹤0.01%
204
820
$12.5K ﹤0.01%
205
+10
821
$12.4K ﹤0.01%
+441
822
$12.4K ﹤0.01%
+420
823
$12.4K ﹤0.01%
50
824
$12.4K ﹤0.01%
+302
825
$12.1K ﹤0.01%
288
+67
31 32
33
34 35