SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+13.53%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.18B
AUM Growth
+$135M
(+13%)
Cap. Flow
+$447K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
30.34%
Holding
826
New
60
Increased
142
Reduced
279
Closed
54
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$3.02M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.58M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.56M |
| 4 |
Quanta Services
PWR
|
+$1.96M |
| 5 |
Costco
COST
|
+$1.46M |
Top Sells
| 1 |
AbbVie
ABBV
|
+$3.34M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.39M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.31M |
| 4 |
CELG
Celgene Corp
CELG
|
+$1.2M |
| 5 |
Cognizant
CTSH
|
+$1.16M |
Sector Composition
| 1 | Technology | 11.68% |
| 2 | Healthcare | 10.52% |
| 3 | Financials | 9.06% |
| 4 | Consumer Discretionary | 6.85% |
| 5 | Industrials | 6.05% |
