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
476
$41K ﹤0.01%
+942
477
$41K ﹤0.01%
+760
478
$41K ﹤0.01%
3,000
479
$41K ﹤0.01%
+8,000
480
$40K ﹤0.01%
921
+300
481
$39K ﹤0.01%
844
482
$39K ﹤0.01%
+729
483
$39K ﹤0.01%
364
484
$38K ﹤0.01%
2,800
485
$37K ﹤0.01%
1,200
486
$37K ﹤0.01%
700
487
$36K ﹤0.01%
741
-224
488
$36K ﹤0.01%
+1,000
489
$35K ﹤0.01%
750
490
$35K ﹤0.01%
629
+250
491
$35K ﹤0.01%
734
-216
492
$35K ﹤0.01%
+1,609
493
$35K ﹤0.01%
2,925
+2,500
494
$34K ﹤0.01%
728
+153
495
$34K ﹤0.01%
494
+216
496
$34K ﹤0.01%
222
+80
497
$34K ﹤0.01%
800
-350
498
$34K ﹤0.01%
500
499
$33K ﹤0.01%
488
500
$33K ﹤0.01%
556
+206
18 19
20
21 22