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
376
$96K 0.01%
1,720
-837
377
$94K 0.01%
1,672
378
$94K 0.01%
2,200
-500
379
$92K 0.01%
365
+18
380
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6,270
381
$91K 0.01%
4,878
382
$90K 0.01%
1,536
+181
383
$89K 0.01%
6,101
-2,054
384
$88K 0.01%
1,400
385
$88K 0.01%
1,238
-228
386
$88K 0.01%
4,380
+2,085
387
$86K 0.01%
3,338
-853
388
$85K 0.01%
1,500
389
$85K 0.01%
2,660
-1,000
390
$84K 0.01%
1,000
391
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2,800
392
$83K 0.01%
5,500
393
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394
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5,000
395
$82K 0.01%
1,751
396
$81K 0.01%
6,400
-800
397
$81K 0.01%
1,109
+3
398
$80K 0.01%
5,200
-600
399
$79K 0.01%
+2,355
400
$79K 0.01%
2,000
14 15
16
17 18