SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+6.68%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.74B
AUM Growth
+$90.9M
(+5.5%)
Cap. Flow
-$7.8M
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
32.23%
Holding
1,072
New
112
Increased
224
Reduced
289
Closed
84
Top Buys
| 1 |
Adobe
ADBE
|
+$2.91M |
| 2 |
T-Mobile US
TMUS
|
+$2.04M |
| 3 |
Zoetis
ZTS
|
+$1.65M |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.08M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.07M |
Top Sells
| 1 |
iShares Core S&P US Value ETF
IUSV
|
+$4.72M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.58M |
| 3 |
Intel
INTC
|
+$2.3M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.94M |
Sector Composition
| 1 | Technology | 14.99% |
| 2 | Financials | 10.22% |
| 3 | Healthcare | 9.83% |
| 4 | Consumer Discretionary | 7.52% |
| 5 | Communication Services | 6.54% |
