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
$1.22B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.91M
3 +$1.96M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.91M

Sector Composition

1 Technology 11.64%
2 Healthcare 11.06%
3 Financials 9.1%
4 Consumer Discretionary 7.39%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.29M 0.35%
70,335
-11,005
77
$4.2M 0.34%
81,349
+2,328
78
$4.13M 0.34%
53,355
+530
79
$4.12M 0.34%
31,237
-998
80
$4.12M 0.34%
16,891
+1,707
81
$4.09M 0.34%
54,300
-1,810
82
$4.08M 0.33%
60,184
-250
83
$3.9M 0.32%
18,094
+1,983
84
$3.87M 0.32%
31,769
+345
85
$3.84M 0.31%
89,749
+1,045
86
$3.81M 0.31%
52,863
-27,325
87
$3.71M 0.3%
13,538
+59
88
$3.68M 0.3%
19,602
+560
89
$3.64M 0.3%
36,216
+1,397
90
$3.5M 0.29%
51,415
+1,409
91
$3.5M 0.29%
45,346
-670
92
$3.46M 0.28%
73,595
-2,110
93
$3.44M 0.28%
12,937
-25
94
$3.43M 0.28%
22,772
-540
95
$3.42M 0.28%
38,970
+3,167
96
$3.41M 0.28%
35,604
+1,700
97
$3.38M 0.28%
43,786
+11,957
98
$3.37M 0.28%
208,544
99
$3.19M 0.26%
49,535
-642
100
$3.15M 0.26%
16,517
+669