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
301
$182K 0.01%
693
-104
302
$178K 0.01%
16,714
-800
303
$177K 0.01%
3,535
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304
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1,309
305
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-33
306
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2,000
307
$174K 0.01%
3,000
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308
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309
$168K 0.01%
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310
$163K 0.01%
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311
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312
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313
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1,695
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314
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999
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315
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316
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317
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320
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321
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1,413
322
$147K 0.01%
2,234
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323
$146K 0.01%
3,190
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324
$144K 0.01%
965
325
$143K 0.01%
483
+3
11 12
13
14 15