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
551
$28K ﹤0.01%
2,000
552
$28K ﹤0.01%
313
+181
553
$28K ﹤0.01%
900
554
$27K ﹤0.01%
125
555
$27K ﹤0.01%
1,818
556
$27K ﹤0.01%
915
-214
557
$27K ﹤0.01%
215
+20
558
$27K ﹤0.01%
590
559
$27K ﹤0.01%
300
-100
560
$27K ﹤0.01%
400
561
$27K ﹤0.01%
200
562
$27K ﹤0.01%
200
563
$27K ﹤0.01%
464
+13
564
$27K ﹤0.01%
500
565
$26K ﹤0.01%
2,080
-2,512
566
$26K ﹤0.01%
1,000
567
$26K ﹤0.01%
2,000
568
$26K ﹤0.01%
45
569
$26K ﹤0.01%
179
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570
$26K ﹤0.01%
767
571
$26K ﹤0.01%
590
572
$25K ﹤0.01%
300
573
$25K ﹤0.01%
783
574
$25K ﹤0.01%
6,524
575
$25K ﹤0.01%
2,128
+48
21 22
23
24 25