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
26
$7.23M 0.84%
181,629
+45,864
27
$7.19M 0.83%
97,492
-209
28
$7.17M 0.83%
169,353
-1,583
29
$7.11M 0.83%
51,545
-1,157
30
$7.02M 0.82%
63,502
+4,969
31
$6.93M 0.8%
167,648
32
$6.82M 0.79%
215,200
33
$6.49M 0.75%
62,852
+414
34
$6.42M 0.75%
156,322
35
$6.29M 0.73%
61,142
-254
36
$5.9M 0.69%
50,960
+840
37
$5.88M 0.68%
94,514
-3,441
38
$5.77M 0.67%
75,170
+840
39
$5.39M 0.63%
195,791
+3,870
40
$5.32M 0.62%
217,386
+4,950
41
$5.29M 0.61%
34,480
-1,477
42
$5.23M 0.61%
77,113
+1,107
43
$5.22M 0.61%
45,982
-650
44
$5.02M 0.58%
13,723
-205
45
$4.97M 0.58%
94,092
-583
46
$4.88M 0.57%
145,651
+2,705
47
$4.88M 0.57%
59,134
-6,920
48
$4.84M 0.56%
111,641
+7,615
49
$4.77M 0.55%
102,945
-2,736
50
$4.74M 0.55%
54,813
-435
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