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
301
$164K 0.02%
1,357
-116
302
$160K 0.02%
4,680
+4,600
303
$160K 0.02%
3,611
+2,211
304
$160K 0.02%
8,597
+140
305
$157K 0.02%
2,729
306
$156K 0.02%
+2,520
307
$156K 0.02%
1,344
308
$154K 0.02%
3,708
+50
309
$148K 0.02%
2,041
+13
310
$147K 0.02%
1,357
+200
311
$144K 0.02%
3,740
312
$142K 0.02%
3,936
-336
313
$142K 0.02%
3,250
+1,250
314
$141K 0.02%
9,344
-1,400
315
$140K 0.02%
+9,539
316
$136K 0.02%
3,333
+2,733
317
$136K 0.02%
3,858
318
$136K 0.02%
5,468
+5,068
319
$132K 0.02%
2,490
320
$131K 0.02%
2,543
321
$131K 0.02%
+8,692
322
$130K 0.02%
2,375
+1,723
323
$129K 0.02%
1,209
324
$128K 0.01%
2,600
+590
325
$127K 0.01%
1,599
+644
11 12
13
14 15