SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+8.86%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.38B
AUM Growth
+$95M
(+7.4%)
Cap. Flow
-$8.2M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
31.19%
Holding
895
New
56
Increased
171
Reduced
263
Closed
56
Top Buys
| 1 |
Truist Financial
TFC
|
+$6.93M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.41M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
+$1.02M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$993K |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$986K |
Top Sells
| 1 |
STI
SunTrust Banks, Inc.
STI
|
+$6.55M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.83M |
| 3 |
AGN
Allergan plc
AGN
|
+$1.79M |
| 4 |
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% |
