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
976
$4.43K ﹤0.01%
300
977
$4.32K ﹤0.01%
150
978
$4.3K ﹤0.01%
215
+1
979
$4.3K ﹤0.01%
272
980
$4.28K ﹤0.01%
504
981
$4.2K ﹤0.01%
192
982
$4.18K ﹤0.01%
272
983
$4.15K ﹤0.01%
+962
984
$4.13K ﹤0.01%
15
985
$4.11K ﹤0.01%
61
-283
986
$4.05K ﹤0.01%
200
-1,000
987
$3.99K ﹤0.01%
127
988
$3.95K ﹤0.01%
+200
989
$3.92K ﹤0.01%
57
990
$3.88K ﹤0.01%
+118
991
$3.67K ﹤0.01%
29
992
$3.64K ﹤0.01%
+2,000
993
$3.55K ﹤0.01%
+50
994
$3.55K ﹤0.01%
200
995
$3.5K ﹤0.01%
177
+2
996
$3.49K ﹤0.01%
785
-65
997
$3.46K ﹤0.01%
121
998
$3.31K ﹤0.01%
270
999
$3.23K ﹤0.01%
100
1000
$3.22K ﹤0.01%
50
38 39
40
41 42