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
526
$29K ﹤0.01%
4,465
527
$28K ﹤0.01%
250
528
$28K ﹤0.01%
600
529
$28K ﹤0.01%
+1,065
530
$28K ﹤0.01%
650
-550
531
$28K ﹤0.01%
322
-140
532
$27K ﹤0.01%
23
533
$27K ﹤0.01%
1,200
534
$27K ﹤0.01%
400
535
$27K ﹤0.01%
250
536
$27K ﹤0.01%
2,000
537
$26K ﹤0.01%
750
538
$26K ﹤0.01%
1,000
539
$26K ﹤0.01%
400
-200
540
$26K ﹤0.01%
+1,000
541
$25K ﹤0.01%
600
542
$25K ﹤0.01%
306
543
$25K ﹤0.01%
3,437
544
$25K ﹤0.01%
+993
545
$25K ﹤0.01%
+4,000
546
$25K ﹤0.01%
600
547
$25K ﹤0.01%
+1,800
548
$25K ﹤0.01%
498
-9,560
549
$24K ﹤0.01%
1,000
550
$24K ﹤0.01%
+2,206
20 21
22
23 24