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
1076
$1.47K ﹤0.01%
+34
1077
$1.45K ﹤0.01%
45
+1
1078
$1.45K ﹤0.01%
267
1079
$1.44K ﹤0.01%
51
1080
$1.44K ﹤0.01%
8
1081
$1.44K ﹤0.01%
30
1082
$1.42K ﹤0.01%
+50
1083
$1.39K ﹤0.01%
50
-1,167
1084
$1.37K ﹤0.01%
+150
1085
$1.37K ﹤0.01%
25
1086
$1.37K ﹤0.01%
17
-94
1087
$1.35K ﹤0.01%
415
1088
$1.33K ﹤0.01%
300
1089
$1.31K ﹤0.01%
7
1090
$1.31K ﹤0.01%
14
1091
$1.3K ﹤0.01%
9
1092
$1.29K ﹤0.01%
+58
1093
$1.26K ﹤0.01%
+200
1094
$1.25K ﹤0.01%
+200
1095
$1.25K ﹤0.01%
59
1096
$1.24K ﹤0.01%
10
+6
1097
$1.22K ﹤0.01%
39
1098
$1.22K ﹤0.01%
5
1099
$1.21K ﹤0.01%
20
1100
$1.19K ﹤0.01%
200
42 43
44
45 46