SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
-0.46%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$812M
AUM Growth
+$13.3M
(+1.7%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
22.6%
Holding
839
New
52
Increased
165
Reduced
196
Closed
67
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$8M |
| 2 |
American Tower
AMT
|
+$2.09M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$1.45M |
| 4 |
Alerian MLP ETF
AMLP
|
+$1.18M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.17M |
Top Sells
| 1 |
Deere & Co
DE
|
+$1.8M |
| 2 |
NOV
NOV
|
+$1.14M |
| 3 |
Amphenol
APH
|
+$1.09M |
| 4 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$922K |
| 5 |
Tapestry
TPR
|
+$662K |
Sector Composition
| 1 | Technology | 11.89% |
| 2 | Healthcare | 11.58% |
| 3 | Energy | 10.67% |
| 4 | Industrials | 7.77% |
| 5 | Consumer Staples | 6.75% |
