SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+1.83%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$875M
AUM Growth
+$19.2M
(+2.2%)
Cap. Flow
+$8.93M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
27.54%
Holding
1,009
New
90
Increased
187
Reduced
243
Closed
67
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.78M |
| 2 |
Polaris
PII
|
+$1.59M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.48M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$1.32M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.26M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
+$1.97M |
| 2 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$1.25M |
| 3 |
Chevron
CVX
|
+$1.1M |
| 4 |
State Street
STT
|
+$990K |
| 5 |
ConocoPhillips
COP
|
+$916K |
Sector Composition
| 1 | Healthcare | 11.4% |
| 2 | Technology | 10.58% |
| 3 | Consumer Staples | 7.13% |
| 4 | Industrials | 6.87% |
| 5 | Financials | 6.86% |
