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
326
$127K 0.01%
3,930
-605
327
$124K 0.01%
+3,669
328
$123K 0.01%
1,940
+170
329
$123K 0.01%
1,592
+76
330
$122K 0.01%
8,634
+134
331
$120K 0.01%
2,384
332
$119K 0.01%
900
333
$118K 0.01%
1,388
334
$118K 0.01%
2,756
+636
335
$117K 0.01%
2,683
+1,313
336
$117K 0.01%
+4,000
337
$116K 0.01%
275
-28
338
$116K 0.01%
1,034
-180
339
$115K 0.01%
3,860
-225
340
$115K 0.01%
4,816
+121
341
$115K 0.01%
3,311
+1,852
342
$113K 0.01%
808
+121
343
$113K 0.01%
1,690
-91
344
$112K 0.01%
1,645
+350
345
$111K 0.01%
2,551
346
$111K 0.01%
1,012
347
$110K 0.01%
631
+431
348
$110K 0.01%
1,307
+119
349
$109K 0.01%
893
+66
350
$106K 0.01%
1,100
12 13
14
15 16