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
451
$49K 0.01%
875
-340
452
$49K 0.01%
+3,726
453
$49K 0.01%
+3,366
454
$49K 0.01%
1,275
+722
455
$49K 0.01%
1,597
456
$49K 0.01%
650
+100
457
$48K 0.01%
948
-1,952
458
$48K 0.01%
642
+573
459
$48K 0.01%
790
-300
460
$47K 0.01%
425
-58
461
$47K 0.01%
1,054
462
$47K 0.01%
774
+474
463
$46K 0.01%
578
+221
464
$46K 0.01%
435
+355
465
$45K 0.01%
235
466
$45K 0.01%
200
-133
467
$45K 0.01%
919
+880
468
$43K 0.01%
+1,333
469
$43K 0.01%
2,271
+100
470
$43K 0.01%
1,900
471
$43K 0.01%
2,075
-2,140
472
$42K ﹤0.01%
644
+520
473
$42K ﹤0.01%
776
474
$42K ﹤0.01%
1,918
+318
475
$41K ﹤0.01%
943
-57
17 18
19
20 21