SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
-12.99%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.04B
AUM Growth
-$177M
(-14%)
Cap. Flow
-$9.32M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
824
New
57
Increased
143
Reduced
234
Closed
58
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3M |
| 3 |
Energy Transfer Partners
ET
|
+$1.98M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.36M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.23M |
Top Sells
| 1 |
Quanta Services
PWR
|
+$3.11M |
| 2 |
ETP
Energy Transfer Partners, L.P.
ETP
|
+$2.95M |
| 3 |
PF
Pinnacle Foods, Inc.
PF
|
+$2.2M |
| 4 |
McDonald's
MCD
|
+$1.67M |
| 5 |
Schlumberger
SLB
|
+$1.31M |
Sector Composition
| 1 | Healthcare | 11.35% |
| 2 | Technology | 11.19% |
| 3 | Financials | 9.15% |
| 4 | Consumer Discretionary | 6.83% |
| 5 | Industrials | 5.78% |
