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
1151
$496 ﹤0.01%
171
1152
$492 ﹤0.01%
+24
1153
$469 ﹤0.01%
13
1154
$464 ﹤0.01%
86
1155
$463 ﹤0.01%
84
-476
1156
$461 ﹤0.01%
550
+110
1157
$459 ﹤0.01%
10
1158
$450 ﹤0.01%
100
1159
$448 ﹤0.01%
131
1160
$447 ﹤0.01%
+26
1161
$439 ﹤0.01%
100
1162
$431 ﹤0.01%
2
1163
$414 ﹤0.01%
26
1164
$408 ﹤0.01%
95
1165
$393 ﹤0.01%
28
1166
$376 ﹤0.01%
17
1167
$353 ﹤0.01%
4
1168
$330 ﹤0.01%
10
-100
1169
$318 ﹤0.01%
4
1170
$308 ﹤0.01%
265
1171
$302 ﹤0.01%
1
1172
$301 ﹤0.01%
100
1173
$298 ﹤0.01%
5
1174
$297 ﹤0.01%
18
1175
$287 ﹤0.01%
+5
45 46
47
48 49