SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
This Quarter Return
-3.59%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.8B
AUM Growth
+$1.8B
(-4.2%)
Cap. Flow
-$161K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
33.62%
Holding
1,304
New
77
Increased
282
Reduced
315
Closed
120
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.97M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$1.74M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.31M |
| 4 |
ASML
ASML
|
$1.2M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.13M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$1.85M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$1.22M |
| 3 |
Microsoft
MSFT
|
$1.21M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.16M |
| 5 |
FMC
FMC
|
$1.12M |
Sector Composition
| 1 | Technology | 16.89% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 8.63% |
| 4 | Consumer Discretionary | 6.52% |
| 5 | Communication Services | 4.78% |