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
$1.38B
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$1.41M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$993K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$986K

Top Sells

1
+$6.55M
2
+$1.83M
3
+$1.79M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.53M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.48M

Sector Composition

1 Technology 12.51%
2 Healthcare 10.24%
3 Financials 10.06%
4 Consumer Discretionary 6.5%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$568K 0.04%
8,249
-1,747
227
$562K 0.04%
4,693
-48
228
$554K 0.04%
14,281
-1,413
229
$534K 0.04%
5,255
-445
230
$531K 0.04%
23,100
231
$525K 0.04%
14,611
-101
232
$518K 0.04%
5,670
-1,575
233
$509K 0.04%
4,395
234
$501K 0.04%
19,650
+1,280
235
$497K 0.04%
3,824
236
$492K 0.04%
8,490
237
$488K 0.04%
4,841
-405
238
$486K 0.04%
15,020
-340
239
$474K 0.03%
9,622
-371
240
$456K 0.03%
6,133
-1,285
241
$454K 0.03%
7,745
242
$446K 0.03%
4,834
-50
243
$414K 0.03%
1,204
-23
244
$411K 0.03%
15,955
+3,395
245
$407K 0.03%
7,607
246
$406K 0.03%
15,530
+2,730
247
$402K 0.03%
2,239
+121
248
$400K 0.03%
2,816
-60
249
$392K 0.03%
20,732
+1,156
250
$388K 0.03%
15,045
+565
8 9
10
11 12