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
501
$41K ﹤0.01%
298
502
$40K ﹤0.01%
870
-1,255
503
$40K ﹤0.01%
300
504
$40K ﹤0.01%
280
505
$40K ﹤0.01%
275
506
$39K ﹤0.01%
375
507
$39K ﹤0.01%
7,718
508
$39K ﹤0.01%
120
509
$39K ﹤0.01%
1,997
510
$38K ﹤0.01%
238
511
$38K ﹤0.01%
+1,324
512
$38K ﹤0.01%
300
-44
513
$38K ﹤0.01%
4,485
-3,014
514
$37K ﹤0.01%
1,260
-507
515
$37K ﹤0.01%
150
516
$37K ﹤0.01%
460
517
$37K ﹤0.01%
900
518
$37K ﹤0.01%
872
519
$36K ﹤0.01%
8,670
520
$34K ﹤0.01%
310
521
$34K ﹤0.01%
115
-50
522
$34K ﹤0.01%
320
523
$34K ﹤0.01%
590
524
$34K ﹤0.01%
1,333
525
$34K ﹤0.01%
127
19 20
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