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
276
$252K 0.02%
9,695
-1,745
277
$252K 0.02%
17,500
278
$250K 0.02%
2,161
-378
279
$247K 0.02%
1,679
+200
280
$246K 0.02%
694
-9
281
$245K 0.02%
1,859
+94
282
$245K 0.02%
5,250
283
$243K 0.02%
3,729
-97
284
$243K 0.02%
5,789
+3,172
285
$236K 0.02%
6,245
-300
286
$226K 0.02%
1,758
-60
287
$217K 0.02%
3,530
-100
288
$215K 0.02%
2,774
289
$211K 0.02%
5,468
290
$204K 0.01%
1,834
-481
291
$202K 0.01%
1,018
292
$200K 0.01%
5,343
293
$198K 0.01%
1,780
+855
294
$198K 0.01%
4,862
-2,267
295
$198K 0.01%
3,335
+40
296
$195K 0.01%
7,454
297
$193K 0.01%
2,700
-250
298
$193K 0.01%
1,000
299
$192K 0.01%
1,075
-50
300
$189K 0.01%
1,925
-100
10 11
12
13 14