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
351
$105K 0.01%
1,965
352
$104K 0.01%
3,334
+624
353
$103K 0.01%
2,754
+2,160
354
$102K 0.01%
1,436
355
$99K 0.01%
868
+78
356
$99K 0.01%
+2,000
357
$98K 0.01%
482
+80
358
$98K 0.01%
1,199
+811
359
$96K 0.01%
2,232
360
$95K 0.01%
3,899
+1,188
361
$95K 0.01%
5,000
362
$94K 0.01%
1,812
+514
363
$94K 0.01%
+9,850
364
$93K 0.01%
950
+195
365
$91K 0.01%
2,899
+619
366
$90K 0.01%
2,265
-745
367
$90K 0.01%
1,975
368
$90K 0.01%
+10,926
369
$90K 0.01%
663
370
$89K 0.01%
2,510
371
$89K 0.01%
6,863
+4,496
372
$89K 0.01%
+800
373
$88K 0.01%
6,010
-6,185
374
$86K 0.01%
+8,016
375
$86K 0.01%
+3,500
13 14
15
16 17