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
526
$34K ﹤0.01%
247
+53
527
$34K ﹤0.01%
2,400
528
$34K ﹤0.01%
400
529
$34K ﹤0.01%
880
530
$34K ﹤0.01%
383
531
$34K ﹤0.01%
125
+63
532
$34K ﹤0.01%
700
533
$33K ﹤0.01%
118
+73
534
$33K ﹤0.01%
200
535
$32K ﹤0.01%
3,948
536
$32K ﹤0.01%
3,500
-4,400
537
$32K ﹤0.01%
400
538
$32K ﹤0.01%
379
+294
539
$31K ﹤0.01%
423
-30
540
$31K ﹤0.01%
250
-150
541
$31K ﹤0.01%
537
542
$30K ﹤0.01%
372
543
$30K ﹤0.01%
122
-51
544
$29K ﹤0.01%
356
545
$29K ﹤0.01%
950
546
$29K ﹤0.01%
4,465
547
$29K ﹤0.01%
378
548
$29K ﹤0.01%
20
549
$28K ﹤0.01%
460
550
$28K ﹤0.01%
700
-9,740
20 21
22
23 24