SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
-7.55%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$816M
AUM Growth
-$67.1M
(-7.6%)
Cap. Flow
+$5.95M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
26.52%
Holding
1,045
New
89
Increased
162
Reduced
277
Closed
92
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.16M |
| 2 |
Vanguard Growth ETF
VUG
|
+$3.49M |
| 3 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
+$1.97M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$1.65M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.63M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.53M |
| 2 |
Baxter International
BAX
|
+$1.92M |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$1.88M |
| 4 |
Coca-Cola Consolidated
COKE
|
+$1.56M |
| 5 |
Alerian MLP ETF
AMLP
|
+$1.26M |
Sector Composition
| 1 | Healthcare | 11.75% |
| 2 | Technology | 10.75% |
| 3 | Industrials | 7.19% |
| 4 | Financials | 7.08% |
| 5 | Consumer Staples | 7.02% |
