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
476
$49K ﹤0.01%
1,365
-500
477
$48K ﹤0.01%
1,205
478
$48K ﹤0.01%
850
479
$47K ﹤0.01%
300
480
$47K ﹤0.01%
3,134
481
$47K ﹤0.01%
921
482
$47K ﹤0.01%
3,500
483
$46K ﹤0.01%
+1,666
484
$45K ﹤0.01%
77
+43
485
$45K ﹤0.01%
3,251
+2,251
486
$45K ﹤0.01%
337
487
$44K ﹤0.01%
800
488
$44K ﹤0.01%
481
489
$44K ﹤0.01%
560
+222
490
$43K ﹤0.01%
325
491
$43K ﹤0.01%
490
+65
492
$43K ﹤0.01%
800
-1,115
493
$43K ﹤0.01%
134
+70
494
$43K ﹤0.01%
3,000
495
$43K ﹤0.01%
1,000
-300
496
$43K ﹤0.01%
430
497
$41K ﹤0.01%
341
-74
498
$41K ﹤0.01%
403
499
$41K ﹤0.01%
240
500
$41K ﹤0.01%
1,400
18 19
20
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