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
451
$56K ﹤0.01%
20,000
452
$56K ﹤0.01%
1,000
453
$56K ﹤0.01%
742
+190
454
$56K ﹤0.01%
1,067
455
$56K ﹤0.01%
602
456
$56K ﹤0.01%
4,050
457
$55K ﹤0.01%
3,000
458
$55K ﹤0.01%
500
459
$55K ﹤0.01%
1,783
460
$54K ﹤0.01%
569
+19
461
$54K ﹤0.01%
400
462
$54K ﹤0.01%
840
463
$54K ﹤0.01%
404
464
$54K ﹤0.01%
1,350
-500
465
$54K ﹤0.01%
754
+28
466
$52K ﹤0.01%
562
467
$52K ﹤0.01%
+1,824
468
$52K ﹤0.01%
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469
$51K ﹤0.01%
442
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470
$51K ﹤0.01%
446
471
$51K ﹤0.01%
2,296
472
$50K ﹤0.01%
3,000
473
$50K ﹤0.01%
2,320
474
$49K ﹤0.01%
787
475
$49K ﹤0.01%
+445
17 18
19
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