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
401
$77K 0.01%
1,528
+445
402
$77K 0.01%
850
-300
403
$77K 0.01%
2,095
404
$77K 0.01%
+2,054
405
$77K 0.01%
467
+13
406
$76K 0.01%
1,046
+135
407
$76K 0.01%
1,304
-340
408
$75K 0.01%
2,550
409
$75K 0.01%
1,680
410
$75K 0.01%
4,500
411
$74K 0.01%
+3,940
412
$74K 0.01%
5,000
-628
413
$73K 0.01%
350
+33
414
$72K 0.01%
2,565
415
$71K 0.01%
2,102
416
$69K 0.01%
1,566
+246
417
$69K 0.01%
6,600
418
$69K 0.01%
243
+114
419
$69K 0.01%
945
420
$68K ﹤0.01%
1,660
421
$68K ﹤0.01%
+526
422
$68K ﹤0.01%
4,478
423
$68K ﹤0.01%
808
424
$68K ﹤0.01%
4,505
425
$67K ﹤0.01%
825
15 16
17
18 19