SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+7.3%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.76B
AUM Growth
+$78.9M
(+4.7%)
Cap. Flow
-$13.6M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
33.5%
Holding
1,216
New
70
Increased
253
Reduced
291
Closed
54
Top Buys
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$2.84M |
| 2 |
WisdomTree US MidCap Dividend Fund
DON
|
+$2.01M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$1.62M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.5M |
| 5 |
Eli Lilly
LLY
|
+$933K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$2.17M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.47M |
| 4 |
NVIDIA
NVDA
|
+$1.39M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.21M |
Sector Composition
| 1 | Technology | 16.17% |
| 2 | Healthcare | 9.61% |
| 3 | Financials | 8.46% |
| 4 | Consumer Discretionary | 6.31% |
| 5 | Consumer Staples | 5.01% |
