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
551
$24K ﹤0.01%
1,850
552
$24K ﹤0.01%
1,400
-560
553
$24K ﹤0.01%
261
-95
554
$24K ﹤0.01%
803
555
$24K ﹤0.01%
1,400
556
$24K ﹤0.01%
1,000
557
$23K ﹤0.01%
+402
558
$23K ﹤0.01%
+400
559
$23K ﹤0.01%
1,797
+1,547
560
$23K ﹤0.01%
300
561
$23K ﹤0.01%
464
562
$23K ﹤0.01%
192
+118
563
$23K ﹤0.01%
440
-200
564
$23K ﹤0.01%
1,200
565
$23K ﹤0.01%
1,670
566
$22K ﹤0.01%
1,565
567
$22K ﹤0.01%
200
568
$22K ﹤0.01%
2,230
569
$22K ﹤0.01%
110
-15
570
$22K ﹤0.01%
400
571
$22K ﹤0.01%
249
572
$21K ﹤0.01%
374
573
$21K ﹤0.01%
2,920
-2,296
574
$21K ﹤0.01%
250
575
$21K ﹤0.01%
1,400
21 22
23
24 25