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
351
$117K 0.01%
1,250
352
$117K 0.01%
4,000
353
$116K 0.01%
3,850
-612
354
$115K 0.01%
3,951
+293
355
$114K 0.01%
7,300
-500
356
$114K 0.01%
829
357
$112K 0.01%
999
+161
358
$111K 0.01%
140
359
$110K 0.01%
8,616
+3,828
360
$109K 0.01%
6,530
361
$106K 0.01%
1,534
362
$105K 0.01%
830
+780
363
$105K 0.01%
4,019
+3,818
364
$105K 0.01%
530
-4
365
$104K 0.01%
5,379
366
$104K 0.01%
1,500
367
$103K 0.01%
352
-250
368
$101K 0.01%
3,125
369
$100K 0.01%
1,800
370
$100K 0.01%
1,760
371
$100K 0.01%
1,665
372
$100K 0.01%
918
373
$98K 0.01%
2,490
+108
374
$98K 0.01%
5,831
375
$96K 0.01%
4,500
13 14
15
16 17