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
1001
$3.21K ﹤0.01%
70
1002
$3.21K ﹤0.01%
231
+1
1003
$3.15K ﹤0.01%
114
-886
1004
$3.1K ﹤0.01%
165
-22
1005
$3.09K ﹤0.01%
32
1006
$3.06K ﹤0.01%
63
1007
$3.03K ﹤0.01%
100
1008
$3.02K ﹤0.01%
29
1009
$2.99K ﹤0.01%
36
1010
$2.99K ﹤0.01%
35
1011
$2.98K ﹤0.01%
213
1012
$2.98K ﹤0.01%
125
-19
1013
$2.9K ﹤0.01%
+118
1014
$2.89K ﹤0.01%
185
1015
$2.88K ﹤0.01%
68
+13
1016
$2.85K ﹤0.01%
181
1017
$2.75K ﹤0.01%
474
-200
1018
$2.74K ﹤0.01%
750
1019
$2.71K ﹤0.01%
1,000
1020
$2.67K ﹤0.01%
350
1021
$2.65K ﹤0.01%
48
+3
1022
$2.61K ﹤0.01%
1,491
1023
$2.59K ﹤0.01%
100
1024
$2.54K ﹤0.01%
77
+1
1025
$2.51K ﹤0.01%
16
39 40
41
42 43