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
426
$67K ﹤0.01%
1,952
+94
427
$67K ﹤0.01%
870
+420
428
$66K ﹤0.01%
585
429
$66K ﹤0.01%
765
-105
430
$66K ﹤0.01%
778
+2
431
$66K ﹤0.01%
300
432
$65K ﹤0.01%
340
433
$64K ﹤0.01%
750
434
$64K ﹤0.01%
2,000
435
$64K ﹤0.01%
801
436
$63K ﹤0.01%
1,176
+1,000
437
$63K ﹤0.01%
960
-390
438
$62K ﹤0.01%
2,490
-310
439
$61K ﹤0.01%
2,150
-175
440
$61K ﹤0.01%
409
441
$60K ﹤0.01%
2,230
442
$59K ﹤0.01%
1,318
+7
443
$59K ﹤0.01%
+4,146
444
$59K ﹤0.01%
1,307
445
$59K ﹤0.01%
860
446
$59K ﹤0.01%
443
447
$58K ﹤0.01%
1,973
-711
448
$58K ﹤0.01%
300
-30
449
$58K ﹤0.01%
2,750
450
$57K ﹤0.01%
405
16 17
18
19 20