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
401
$72K 0.01%
754
402
$71K 0.01%
407
+90
403
$71K 0.01%
1,434
404
$70K 0.01%
1,300
405
$69K 0.01%
1,300
406
$69K 0.01%
1,999
+299
407
$69K 0.01%
4,270
408
$68K 0.01%
2,500
-2,000
409
$68K 0.01%
413
-1,040
410
$67K 0.01%
3,000
411
$67K 0.01%
+5,000
412
$65K 0.01%
2,000
413
$65K 0.01%
825
+265
414
$65K 0.01%
2,369
+1,229
415
$64K 0.01%
+3,000
416
$64K 0.01%
5,040
-2,000
417
$64K 0.01%
1,252
418
$63K 0.01%
1,004
+344
419
$62K 0.01%
3,000
-600
420
$62K 0.01%
969
421
$62K 0.01%
441
-45
422
$61K 0.01%
1,275
423
$61K 0.01%
1,075
424
$59K 0.01%
1,320
425
$59K 0.01%
1,275
15 16
17
18 19