SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
-0.66%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$883M
AUM Growth
+$21.7M
(+2.5%)
Cap. Flow
+$31.6M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
25.92%
Holding
1,034
New
162
Increased
205
Reduced
202
Closed
77
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.55M |
| 2 |
UN
Unilever NV New York Registry Shares
UN
|
+$5.43M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$4.86M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.58M |
| 5 |
Vodafone
VOD
|
+$1.68M |
Top Sells
| 1 |
SYT
Syngenta Ag
SYT
|
+$1.9M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$1.78M |
| 3 |
Coca-Cola
KO
|
+$1.5M |
| 4 |
Weyerhaeuser
WY
|
+$855K |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$799K |
Sector Composition
| 1 | Healthcare | 12.19% |
| 2 | Technology | 10.67% |
| 3 | Energy | 7.66% |
| 4 | Industrials | 7.48% |
| 5 | Financials | 7.02% |
