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
501
$33K ﹤0.01%
375
+240
502
$33K ﹤0.01%
1,000
503
$32K ﹤0.01%
+3,948
504
$32K ﹤0.01%
400
505
$32K ﹤0.01%
763
+363
506
$32K ﹤0.01%
600
+400
507
$32K ﹤0.01%
+900
508
$32K ﹤0.01%
675
509
$31K ﹤0.01%
500
510
$31K ﹤0.01%
511
-250
511
$31K ﹤0.01%
560
512
$31K ﹤0.01%
558
-180
513
$31K ﹤0.01%
2,000
514
$31K ﹤0.01%
625
-1,950
515
$31K ﹤0.01%
+2,206
516
$31K ﹤0.01%
2,500
517
$30K ﹤0.01%
+1,216
518
$30K ﹤0.01%
+556
519
$30K ﹤0.01%
2,000
520
$30K ﹤0.01%
1,500
521
$29K ﹤0.01%
731
522
$29K ﹤0.01%
2,030
+170
523
$29K ﹤0.01%
397
524
$29K ﹤0.01%
2,800
-4,900
525
$29K ﹤0.01%
440
19 20
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