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
$1.22B
AUM Growth
+$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.91M
3 +$1.96M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.91M

Sector Composition

1 Technology 11.64%
2 Healthcare 11.06%
3 Financials 9.1%
4 Consumer Discretionary 7.39%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.11M 0.25%
93,127
-516
102
$3M 0.25%
20,775
-991
103
$2.95M 0.24%
132,488
-5,725
104
$2.95M 0.24%
38,158
-1,305
105
$2.88M 0.24%
13,870
-1,532
106
$2.82M 0.23%
87,396
+984
107
$2.82M 0.23%
1,422
+362
108
$2.81M 0.23%
24,774
-617
109
$2.81M 0.23%
399,920
+52,720
110
$2.79M 0.23%
60,340
-1,156
111
$2.78M 0.23%
17,072
-288
112
$2.71M 0.22%
29,591
-942
113
$2.7M 0.22%
48,936
-428
114
$2.69M 0.22%
33,025
-429
115
$2.68M 0.22%
75,892
-582
116
$2.68M 0.22%
66,056
-6,144
117
$2.67M 0.22%
24,167
-79
118
$2.67M 0.22%
16,238
+1,482
119
$2.66M 0.22%
90,222
-4,385
120
$2.64M 0.22%
24,205
+170
121
$2.62M 0.21%
142,004
-13,215
122
$2.59M 0.21%
26,607
-960
123
$2.57M 0.21%
22,980
-1,209
124
$2.56M 0.21%
26,944
-545
125
$2.51M 0.21%
47,642
-3,949