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
1101
$1.17K ﹤0.01%
33
1102
$1.14K ﹤0.01%
50
-5,650
1103
$1.14K ﹤0.01%
+77
1104
$1.13K ﹤0.01%
500
1105
$1.13K ﹤0.01%
300
1106
$1.09K ﹤0.01%
39
1107
$1.08K ﹤0.01%
40
-17
1108
$1.07K ﹤0.01%
+7
1109
$1.07K ﹤0.01%
30
-954
1110
$1.03K ﹤0.01%
68
+18
1111
$1.01K ﹤0.01%
+26
1112
$1.01K ﹤0.01%
4
1113
$1.01K ﹤0.01%
23
1114
$1K ﹤0.01%
12
1115
$986 ﹤0.01%
20
-10
1116
$980 ﹤0.01%
27
1117
$960 ﹤0.01%
38
-862
1118
$925 ﹤0.01%
48
1119
$902 ﹤0.01%
22
1120
$884 ﹤0.01%
+36
1121
$875 ﹤0.01%
20
1122
$872 ﹤0.01%
12
1123
$864 ﹤0.01%
34
1124
$862 ﹤0.01%
110
-9
1125
$855 ﹤0.01%
72
43 44
45
46 47