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
251
$387K 0.03%
7,962
-100
252
$375K 0.03%
4,656
253
$371K 0.03%
14,035
+2,480
254
$363K 0.03%
1,276
255
$352K 0.03%
6,002
-252
256
$347K 0.03%
6,860
+522
257
$342K 0.02%
17,697
-555
258
$340K 0.02%
1
259
$328K 0.02%
5,535
-1,609
260
$325K 0.02%
2,271
+100
261
$312K 0.02%
7,153
262
$310K 0.02%
12,130
-492
263
$299K 0.02%
1,800
264
$290K 0.02%
5,207
-1,062
265
$287K 0.02%
12,966
-2,975
266
$286K 0.02%
2,087
-75
267
$286K 0.02%
2,873
268
$286K 0.02%
3,647
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269
$278K 0.02%
20,500
270
$278K 0.02%
3,015
+515
271
$267K 0.02%
18,300
-1,900
272
$261K 0.02%
7,565
-830
273
$260K 0.02%
6,035
274
$259K 0.02%
3,047
-458
275
$254K 0.02%
1,344
9 10
11
12 13