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
876
$8.31K ﹤0.01%
68
877
$8.31K ﹤0.01%
286
+4
878
$8.19K ﹤0.01%
78
879
$8.17K ﹤0.01%
+118
880
$8.15K ﹤0.01%
187
881
$8.13K ﹤0.01%
957
882
$8.1K ﹤0.01%
1
883
$8.1K ﹤0.01%
125
884
$8.04K ﹤0.01%
+87
885
$8.02K ﹤0.01%
140
886
$7.99K ﹤0.01%
112
887
$7.96K ﹤0.01%
500
-250
888
$7.91K ﹤0.01%
167
-40
889
$7.88K ﹤0.01%
281
890
$7.83K ﹤0.01%
62
-15
891
$7.82K ﹤0.01%
36
892
$7.8K ﹤0.01%
+150
893
$7.79K ﹤0.01%
+129
894
$7.75K ﹤0.01%
226
895
$7.74K ﹤0.01%
+240
896
$7.72K ﹤0.01%
+120
897
$7.65K ﹤0.01%
+178
898
$7.49K ﹤0.01%
199
899
$7.45K ﹤0.01%
1,184
+180
900
$7.44K ﹤0.01%
200
34 35
36
37 38