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
576
$20K ﹤0.01%
1,000
577
$20K ﹤0.01%
+885
578
$20K ﹤0.01%
3,500
579
$20K ﹤0.01%
+458
580
$20K ﹤0.01%
+140
581
$20K ﹤0.01%
200
582
$19K ﹤0.01%
250
583
$19K ﹤0.01%
500
584
$19K ﹤0.01%
500
+110
585
$19K ﹤0.01%
+1,368
586
$19K ﹤0.01%
513
-250
587
$19K ﹤0.01%
570
+375
588
$18K ﹤0.01%
+534
589
$18K ﹤0.01%
450
590
$18K ﹤0.01%
260
591
$18K ﹤0.01%
+219
592
$18K ﹤0.01%
290
593
$18K ﹤0.01%
1,200
-1,000
594
$18K ﹤0.01%
+2,102
595
$18K ﹤0.01%
1,000
-80
596
$17K ﹤0.01%
360
-200
597
$17K ﹤0.01%
+372
598
$17K ﹤0.01%
+2,077
599
$17K ﹤0.01%
367
600
$17K ﹤0.01%
448
+17
22 23
24
25 26