SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
This Quarter Return
-19%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.1B
AUM Growth
+$1.1B
(-20%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
31.03%
Holding
971
New
132
Increased
245
Reduced
262
Closed
78
Top Buys
| 1 |
Atlantic Union Bankshares
AUB
|
$3.28M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$2.08M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$2.07M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.8M |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$1.37M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.12M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$849K |
| 3 |
Rockwell Automation
ROK
|
$742K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$709K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$681K |
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Healthcare | 10.99% |
| 3 | Financials | 9.49% |
| 4 | Consumer Discretionary | 6.89% |
| 5 | Communication Services | 6.11% |
