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
376
$85K 0.01%
605
+100
377
$85K 0.01%
566
+100
378
$84K 0.01%
1,700
-625
379
$83K 0.01%
+7,000
380
$82K 0.01%
863
+98
381
$81K 0.01%
2,486
-5
382
$81K 0.01%
1,000
383
$80K 0.01%
2,812
384
$80K 0.01%
4,375
385
$79K 0.01%
+5,000
386
$79K 0.01%
1,980
+100
387
$78K 0.01%
600
388
$78K 0.01%
870
389
$77K 0.01%
+11,000
390
$77K 0.01%
3,500
+1,000
391
$77K 0.01%
764
-25
392
$76K 0.01%
381
+100
393
$76K 0.01%
2,654
+1,497
394
$76K 0.01%
2,090
395
$76K 0.01%
830
396
$76K 0.01%
3,757
-6,597
397
$76K 0.01%
599
+240
398
$75K 0.01%
+1,585
399
$73K 0.01%
6,270
400
$73K 0.01%
4,545
14 15
16
17 18