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
851
$10.1K ﹤0.01%
219
852
$10.1K ﹤0.01%
63
-50
853
$10.1K ﹤0.01%
69
+31
854
$10K ﹤0.01%
585
855
$10K ﹤0.01%
135
-48
856
$9.96K ﹤0.01%
417
857
$9.51K ﹤0.01%
255
858
$9.41K ﹤0.01%
552
+4
859
$9.33K ﹤0.01%
99
860
$9.3K ﹤0.01%
156
861
$9.24K ﹤0.01%
+390
862
$9.21K ﹤0.01%
345
+122
863
$9.08K ﹤0.01%
176
+144
864
$8.94K ﹤0.01%
154
865
$8.92K ﹤0.01%
116
866
$8.88K ﹤0.01%
242
867
$8.86K ﹤0.01%
50
868
$8.82K ﹤0.01%
305
869
$8.77K ﹤0.01%
+300
870
$8.62K ﹤0.01%
+46
871
$8.54K ﹤0.01%
172
+113
872
$8.53K ﹤0.01%
701
873
$8.52K ﹤0.01%
81
-31
874
$8.4K ﹤0.01%
630
875
$8.37K ﹤0.01%
+75
33 34
35
36 37