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
901
$7.38K ﹤0.01%
+200
902
$7.35K ﹤0.01%
+5,000
903
$7.3K ﹤0.01%
280
904
$7.29K ﹤0.01%
500
905
$7.25K ﹤0.01%
29
-5
906
$7.22K ﹤0.01%
123
907
$7.15K ﹤0.01%
286
908
$7.1K ﹤0.01%
1,000
-200
909
$7.05K ﹤0.01%
500
-100
910
$7.02K ﹤0.01%
225
911
$6.97K ﹤0.01%
100
912
$6.96K ﹤0.01%
1,917
913
$6.92K ﹤0.01%
128
914
$6.84K ﹤0.01%
125
915
$6.83K ﹤0.01%
74
916
$6.73K ﹤0.01%
250
917
$6.68K ﹤0.01%
870
918
$6.67K ﹤0.01%
130
919
$6.65K ﹤0.01%
1,000
920
$6.61K ﹤0.01%
60
921
$6.56K ﹤0.01%
106
922
$6.55K ﹤0.01%
2,900
923
$6.52K ﹤0.01%
546
-303
924
$6.51K ﹤0.01%
66
925
$6.48K ﹤0.01%
+650
35 36
37
38 39