SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+6.64%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.22B
AUM Growth
+$68.5M
(+5.9%)
Cap. Flow
-$1.72M
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
835
New
63
Increased
157
Reduced
236
Closed
67
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.37M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.91M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.96M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.95M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$1.91M |
Top Sells
| 1 |
SASR
Sandy Spring Bancorp Inc
SASR
|
$7.11M |
| 2 |
Qualcomm
QCOM
|
$1.97M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.25M |
| 4 |
INOV
Inovalon Holdings, Inc. Class A Common Stock
INOV
|
$1.17M |
| 5 |
Check Point Software Technologies
CHKP
|
$1.02M |
Sector Composition
| 1 | Technology | 11.64% |
| 2 | Healthcare | 11.06% |
| 3 | Financials | 9.1% |
| 4 | Consumer Discretionary | 7.39% |
| 5 | Industrials | 6.33% |