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
426
$59K 0.01%
2,184
427
$57K 0.01%
2,454
428
$57K 0.01%
1,760
-1,240
429
$57K 0.01%
192
+92
430
$57K 0.01%
750
431
$56K 0.01%
+1,500
432
$55K 0.01%
+20,000
433
$55K 0.01%
2,696
+2,321
434
$55K 0.01%
335
+285
435
$54K 0.01%
1,250
-4,547
436
$54K 0.01%
2,300
-503
437
$54K 0.01%
834
438
$53K 0.01%
+900
439
$53K 0.01%
2,740
+221
440
$53K 0.01%
2,190
+1,800
441
$52K 0.01%
2,175
-9,025
442
$51K 0.01%
+2,136
443
$51K 0.01%
+1,914
444
$51K 0.01%
2,000
+1,770
445
$51K 0.01%
+2,192
446
$51K 0.01%
+2,000
447
$51K 0.01%
2,000
448
$50K 0.01%
947
-89
449
$50K 0.01%
500
-185
450
$49K 0.01%
1,400
16 17
18
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