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
1026
$2.51K ﹤0.01%
1,400
1027
$2.5K ﹤0.01%
+80
1028
$2.49K ﹤0.01%
234
-2
1029
$2.47K ﹤0.01%
+50
1030
$2.44K ﹤0.01%
52
1031
$2.43K ﹤0.01%
116
1032
$2.41K ﹤0.01%
79
+16
1033
$2.4K ﹤0.01%
192
1034
$2.4K ﹤0.01%
81
-244
1035
$2.36K ﹤0.01%
73
1036
$2.36K ﹤0.01%
150
1037
$2.34K ﹤0.01%
126
-768
1038
$2.34K ﹤0.01%
48
1039
$2.28K ﹤0.01%
80
1040
$2.25K ﹤0.01%
23
1041
$2.24K ﹤0.01%
187
1042
$2.23K ﹤0.01%
7
1043
$2.23K ﹤0.01%
80
1044
$2.19K ﹤0.01%
102
1045
$2.17K ﹤0.01%
33
1046
$2.12K ﹤0.01%
24
1047
$2.09K ﹤0.01%
+800
1048
$2.07K ﹤0.01%
15
1049
$2.07K ﹤0.01%
26
-20
1050
$2.05K ﹤0.01%
595
-1,585
40 41
42
43 44