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
1176
$278 ﹤0.01%
1
1177
$268 ﹤0.01%
17
1178
$268 ﹤0.01%
+9
1179
$258 ﹤0.01%
+100
1180
$252 ﹤0.01%
+1
1181
$239 ﹤0.01%
3
1182
$231 ﹤0.01%
7
1183
$230 ﹤0.01%
6
+2
1184
$225 ﹤0.01%
+5
1185
$224 ﹤0.01%
16
+2
1186
$224 ﹤0.01%
2
1187
$223 ﹤0.01%
30
1188
$216 ﹤0.01%
45
1189
$210 ﹤0.01%
6
1190
$196 ﹤0.01%
+1
1191
$196 ﹤0.01%
+10
1192
$188 ﹤0.01%
122
1193
$184 ﹤0.01%
+10
1194
$176 ﹤0.01%
+4
1195
$172 ﹤0.01%
4
1196
$172 ﹤0.01%
+3
1197
$170 ﹤0.01%
4
1198
$164 ﹤0.01%
2
1199
$154 ﹤0.01%
35
1200
$151 ﹤0.01%
10
46 47
48
49 50