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
1
$67.9M 5.56%
1,686,555
+83,790
2
$50.2M 4.11%
171,415
+9,943
3
$46.3M 3.79%
125,897
-1,161
4
$45M 3.69%
154,833
-1,565
5
$38.5M 3.15%
441,306
+15,392
6
$34.1M 2.79%
603,836
-7,644
7
$29.3M 2.4%
255,768
-2,275
8
$20.3M 1.67%
202,940
-3,420
9
$18.6M 1.52%
164,562
+821
10
$18.3M 1.5%
422,994
-14,582
11
$16.9M 1.38%
122,281
+559
12
$15.9M 1.3%
135,868
+549
13
$14.3M 1.17%
229,793
+30,720
14
$14M 1.14%
67,384
-1,987
15
$13.8M 1.13%
243,936
+34,575
16
$13.5M 1.11%
226,900
+2,560
17
$13.4M 1.1%
80,286
+791
18
$12M 0.99%
254,528
-3,626
19
$11.8M 0.97%
151,588
-16,026
20
$11.7M 0.96%
121,566
-1,603
21
$11.6M 0.95%
132,362
+2,849
22
$11M 0.9%
225,335
-844
23
$10.9M 0.89%
128,565
-2,452
24
$10.4M 0.85%
46,858
-8
25
$10.4M 0.85%
121,922
-7,845