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
$861M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
972
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$2.32M
3
+$2.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M

Top Sells

1
+$5.06M
2
+$3.02M
3
+$2.04M
4
VOD icon
Vodafone
VOD
+$1.52M
5
NEE icon
NextEra Energy
NEE
+$1.43M

Sector Composition

1 Healthcare 12.3%
2 Technology 11.02%
3 Energy 7.98%
4 Industrials 7.87%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$382K 0.04%
10,195
+682
227
$380K 0.04%
+7,713
228
$379K 0.04%
30,150
+150
229
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14,595
-375
230
$366K 0.04%
4,367
+1,717
231
$365K 0.04%
+11,700
232
$360K 0.04%
24,057
-13,678
233
$360K 0.04%
6,465
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234
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+48,150
235
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2,620
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236
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237
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14,126
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238
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6,652
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239
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2,556
240
$338K 0.04%
6,018
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241
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19,266
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242
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3,844
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244
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245
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246
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2,266
247
$313K 0.04%
3,235
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248
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249
$311K 0.04%
+21,500
250
$308K 0.04%
4,530
-10,903
8 9
10
11 12