SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+7.58%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.88B
AUM Growth
+$116M
(+6.6%)
Cap. Flow
-$2.47M
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
34.29%
Holding
1,277
New
115
Increased
278
Reduced
273
Closed
50
Top Buys
| 1 |
Marriott International Class A Common Stock
MAR
|
+$3.74M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$2.75M |
| 3 |
Capital One
COF
|
+$1.95M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.88M |
| 5 |
Burke & Herbert Financial Services Corp
BHRB
|
+$1.63M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$3.45M |
| 2 |
Apple
AAPL
|
+$3.36M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$2.85M |
| 4 |
Microsoft
MSFT
|
+$2.47M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$2.14M |
Sector Composition
| 1 | Technology | 17.26% |
| 2 | Healthcare | 9.06% |
| 3 | Financials | 8.49% |
| 4 | Consumer Discretionary | 6.59% |
| 5 | Industrials | 4.74% |
