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
276
$226K 0.03%
+4,467
277
$222K 0.03%
8,501
+129
278
$218K 0.03%
1,268
279
$217K 0.03%
2,567
-10
280
$216K 0.03%
9,340
-975
281
$214K 0.02%
2,750
+100
282
$211K 0.02%
6,815
283
$211K 0.02%
2,220
-75
284
$210K 0.02%
5,583
-10,187
285
$203K 0.02%
5,784
+5,190
286
$199K 0.02%
1,752
-319
287
$199K 0.02%
2,730
-513
288
$195K 0.02%
+8,601
289
$189K 0.02%
2,756
+2,237
290
$187K 0.02%
+1,513
291
$186K 0.02%
1,800
292
$180K 0.02%
1,850
293
$179K 0.02%
1,115
+299
294
$175K 0.02%
4,194
295
$174K 0.02%
2,900
+500
296
$168K 0.02%
2,774
+2,235
297
$166K 0.02%
2,598
298
$166K 0.02%
3,500
+222
299
$165K 0.02%
6,918
300
$164K 0.02%
58
-44
10 11
12
13 14