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
926
$6.46K ﹤0.01%
146
+3
927
$6.42K ﹤0.01%
310
928
$6.32K ﹤0.01%
+400
929
$6.3K ﹤0.01%
+3,300
930
$6.26K ﹤0.01%
175
931
$6.25K ﹤0.01%
517
932
$6.21K ﹤0.01%
500
-100
933
$6.14K ﹤0.01%
+200
934
$6.13K ﹤0.01%
160
935
$6.1K ﹤0.01%
2,000
936
$6.08K ﹤0.01%
164
937
$6.08K ﹤0.01%
+1,500
938
$6.07K ﹤0.01%
312
+311
939
$6.07K ﹤0.01%
+1,000
940
$6.07K ﹤0.01%
175
941
$6.06K ﹤0.01%
64
942
$6.02K ﹤0.01%
77
943
$5.87K ﹤0.01%
93
944
$5.81K ﹤0.01%
100
945
$5.79K ﹤0.01%
270
+35
946
$5.79K ﹤0.01%
85
+10
947
$5.77K ﹤0.01%
417
+9
948
$5.73K ﹤0.01%
+13
949
$5.54K ﹤0.01%
128
950
$5.53K ﹤0.01%
+169
36 37
38
39 40