SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.2M
3
+$3.16M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.36M

Top Sells

1
+$1.66M
2
+$1.32M
3
+$1.15M
4
WFC icon
Wells Fargo
WFC
+$745K
5
TROW icon
T. Rowe Price
TROW
+$657K

Sector Composition

1 Technology 11.45%
2 Healthcare 10.29%
3 Financials 9.66%
4 Consumer Discretionary 6.79%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.73M 0.14%
59,922
+150
152
$1.71M 0.14%
30,715
-556
153
$1.69M 0.14%
44,270
-7,570
154
$1.67M 0.13%
21,649
+720
155
$1.65M 0.13%
64,635
+18,485
156
$1.64M 0.13%
7,115
-1,385
157
$1.63M 0.13%
34,452
+3,192
158
$1.62M 0.13%
64,350
+18,725
159
$1.61M 0.13%
10,215
+1,171
160
$1.6M 0.13%
62,525
+13,350
161
$1.5M 0.12%
19,744
-22,692
162
$1.48M 0.12%
21,530
163
$1.46M 0.12%
8,364
+5,517
164
$1.43M 0.12%
44,930
-1,410
165
$1.43M 0.12%
57,515
+8,360
166
$1.4M 0.11%
20,319
-1,443
167
$1.4M 0.11%
64,313
-375
168
$1.35M 0.11%
14,545
-1,062
169
$1.34M 0.11%
78,065
+3,985
170
$1.34M 0.11%
8,513
-230
171
$1.33M 0.11%
12,897
-305
172
$1.32M 0.11%
38,868
+27,468
173
$1.29M 0.1%
3,553
+754
174
$1.26M 0.1%
49,770
+10,640
175
$1.25M 0.1%
7,638
+648
5 6
7
8 9