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
826
$12K ﹤0.01%
305
827
$11.9K ﹤0.01%
+800
828
$11.8K ﹤0.01%
238
829
$11.8K ﹤0.01%
1,600
830
$11.8K ﹤0.01%
974
831
$11.6K ﹤0.01%
100
832
$11.6K ﹤0.01%
235
833
$11.4K ﹤0.01%
39
834
$11.2K ﹤0.01%
67
835
$11.2K ﹤0.01%
65
-35
836
$11.2K ﹤0.01%
+50
837
$11.1K ﹤0.01%
135
-15
838
$11.1K ﹤0.01%
218
839
$11K ﹤0.01%
78
840
$10.7K ﹤0.01%
16,170
+200
841
$10.6K ﹤0.01%
150
842
$10.5K ﹤0.01%
+2,000
843
$10.5K ﹤0.01%
102
-82
844
$10.3K ﹤0.01%
167
-542
845
$10.3K ﹤0.01%
39
+19
846
$10.3K ﹤0.01%
150
-33
847
$10.3K ﹤0.01%
371
+78
848
$10.3K ﹤0.01%
500
849
$10.2K ﹤0.01%
259
+138
850
$10.1K ﹤0.01%
+1,000
32 33
34
35 36