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
1051
$2.03K ﹤0.01%
+300
1052
$2.02K ﹤0.01%
+20
1053
$2K ﹤0.01%
27
1054
$2K ﹤0.01%
200
1055
$1.95K ﹤0.01%
91
1056
$1.91K ﹤0.01%
37
+1
1057
$1.9K ﹤0.01%
+25
1058
$1.87K ﹤0.01%
100
1059
$1.86K ﹤0.01%
19
1060
$1.85K ﹤0.01%
165
1061
$1.84K ﹤0.01%
100
1062
$1.82K ﹤0.01%
40
+15
1063
$1.8K ﹤0.01%
39
1064
$1.77K ﹤0.01%
862
+362
1065
$1.73K ﹤0.01%
200
1066
$1.72K ﹤0.01%
+600
1067
$1.66K ﹤0.01%
1,050
1068
$1.65K ﹤0.01%
60
+25
1069
$1.62K ﹤0.01%
+100
1070
$1.61K ﹤0.01%
1,051
1071
$1.59K ﹤0.01%
11
+5
1072
$1.54K ﹤0.01%
23
1073
$1.53K ﹤0.01%
35
1074
$1.51K ﹤0.01%
+25
1075
$1.5K ﹤0.01%
+23
41 42
43
44 45