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
26
$10.6M 0.77%
172,506
-8,350
27
$10.5M 0.76%
51,042
-537
28
$10.5M 0.76%
20,838
-1,351
29
$10.4M 0.75%
75,762
+4,084
30
$9.38M 0.68%
140,140
+3,740
31
$9.22M 0.67%
124,095
+2,300
32
$9.17M 0.67%
54,428
-1,082
33
$9.1M 0.66%
141,729
+1,947
34
$8.85M 0.64%
70,851
-2,113
35
$8.77M 0.64%
41,234
-969
36
$8.62M 0.63%
71,540
-3,550
37
$8.27M 0.6%
36,507
-405
38
$8.09M 0.59%
204,231
+2,049
39
$7.89M 0.57%
49,413
+251
40
$7.89M 0.57%
140,057
+123,081
41
$7.82M 0.57%
34,043
+606
42
$7.79M 0.57%
43,671
-419
43
$7.71M 0.56%
110,508
-1,486
44
$7.62M 0.55%
61,213
+7,619
45
$7.47M 0.54%
39,753
+1,181
46
$7.41M 0.54%
359,218
-5,073
47
$7.41M 0.54%
122,348
-8,032
48
$7.38M 0.54%
22,733
-18
49
$7.38M 0.54%
45,377
-690
50
$7.35M 0.53%
35,607
-372
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