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
251
$305K 0.04%
3,664
+574
252
$295K 0.03%
35,064
+2,388
253
$289K 0.03%
+4,874
254
$282K 0.03%
+7,633
255
$277K 0.03%
5,676
256
$276K 0.03%
1,973
+10
257
$276K 0.03%
2,392
+1,140
258
$269K 0.03%
5,408
+1,367
259
$264K 0.03%
5,415
+30
260
$259K 0.03%
18,045
261
$254K 0.03%
4,200
262
$251K 0.03%
2,581
+1,100
263
$248K 0.03%
5,631
+4,831
264
$247K 0.03%
4,325
+496
265
$240K 0.03%
+16,115
266
$236K 0.03%
2,734
-70
267
$235K 0.03%
3,850
+350
268
$234K 0.03%
2,751
-500
269
$234K 0.03%
2,016
270
$234K 0.03%
2,907
+1,331
271
$234K 0.03%
4,732
+601
272
$233K 0.03%
2,912
-103
273
$232K 0.03%
+1,378
274
$231K 0.03%
6,025
275
$228K 0.03%
5,740
9 10
11
12 13