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
951
$5.52K ﹤0.01%
143
+31
952
$5.46K ﹤0.01%
300
953
$5.45K ﹤0.01%
600
-525
954
$5.43K ﹤0.01%
496
955
$5.39K ﹤0.01%
200
956
$5.33K ﹤0.01%
15
957
$5.3K ﹤0.01%
+57
958
$5.25K ﹤0.01%
200
959
$5.23K ﹤0.01%
320
960
$5.14K ﹤0.01%
+50
961
$5.1K ﹤0.01%
78
962
$5.07K ﹤0.01%
+95
963
$4.99K ﹤0.01%
128
+36
964
$4.96K ﹤0.01%
115
+14
965
$4.96K ﹤0.01%
175
966
$4.91K ﹤0.01%
160
967
$4.91K ﹤0.01%
3
968
$4.9K ﹤0.01%
+25
969
$4.81K ﹤0.01%
71
970
$4.79K ﹤0.01%
133
971
$4.74K ﹤0.01%
+50
972
$4.71K ﹤0.01%
27
973
$4.67K ﹤0.01%
+75
974
$4.58K ﹤0.01%
75
975
$4.47K ﹤0.01%
354
+4
37 38
39
40 41