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
126
$2.48M 0.2%
57,780
-1,708
127
$2.47M 0.2%
36,936
+3,841
128
$2.47M 0.2%
42,621
-1,762
129
$2.47M 0.2%
16,415
-376
130
$2.43M 0.2%
26,771
+875
131
$2.38M 0.2%
31,435
+187
132
$2.33M 0.19%
9,696
+1,459
133
$2.33M 0.19%
28,921
+790
134
$2.33M 0.19%
38,633
-1,346
135
$2.31M 0.19%
33,917
-140
136
$2.28M 0.19%
23,184
-300
137
$2.27M 0.19%
25,404
-1,425
138
$2.25M 0.18%
31,683
+3,800
139
$2.22M 0.18%
94,468
-988
140
$2.22M 0.18%
75,978
-960
141
$2.21M 0.18%
30,159
-960
142
$2.2M 0.18%
33,917
-11,709
143
$2.18M 0.18%
13,225
+3,679
144
$2.17M 0.18%
30,257
+1,544
145
$2.17M 0.18%
18,547
-615
146
$2.12M 0.17%
72,904
-3,126
147
$2.11M 0.17%
32,812
-1,442
148
$2.04M 0.17%
13,609
+337
149
$1.96M 0.16%
10,762
+1,097
150
$1.92M 0.16%
29,134
-410