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
326
$142K 0.01%
2,238
-286
327
$140K 0.01%
8,400
-580
328
$140K 0.01%
950
329
$139K 0.01%
2,660
330
$138K 0.01%
1,083
+223
331
$138K 0.01%
11,700
332
$138K 0.01%
1,358
333
$136K 0.01%
639
334
$135K 0.01%
8,692
335
$134K 0.01%
2,366
-289
336
$132K 0.01%
1,135
337
$132K 0.01%
2,460
+530
338
$130K 0.01%
2,297
-209
339
$130K 0.01%
1,492
340
$129K 0.01%
4,653
341
$124K 0.01%
830
+177
342
$123K 0.01%
3,920
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343
$123K 0.01%
1,127
344
$122K 0.01%
997
-40
345
$121K 0.01%
1,443
-1,382
346
$120K 0.01%
865
-29
347
$120K 0.01%
2,366
348
$119K 0.01%
821
349
$118K 0.01%
1,209
350
$118K 0.01%
1,440
12 13
14
15 16