SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+5.95%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$856M
AUM Growth
+$39.8M
(+4.9%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
26.61%
Holding
1,031
New
77
Increased
165
Reduced
275
Closed
111
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.54M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$2.32M |
| 3 |
Polaris
PII
|
+$1.78M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.53M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.21M |
Top Sells
| 1 |
Qualcomm
QCOM
|
+$1.67M |
| 2 |
Capri Holdings
CPRI
|
+$1.2M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.19M |
| 4 |
EMC
EMC CORPORATION
EMC
|
+$1.07M |
| 5 |
SASR
Sandy Spring Bancorp Inc
SASR
|
+$1.04M |
Sector Composition
| 1 | Healthcare | 12.03% |
| 2 | Technology | 10.5% |
| 3 | Industrials | 7.12% |
| 4 | Financials | 7.07% |
| 5 | Consumer Staples | 7.03% |
