SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+3.47%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$964M
AUM Growth
+$29.8M
(+3.2%)
Cap. Flow
+$4.26M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
28.4%
Holding
907
New
79
Increased
176
Reduced
220
Closed
64
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.01M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$2M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.77M |
| 4 |
State Street
STT
|
+$985K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$885K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.83M |
| 2 |
Wells Fargo
WFC
|
+$1.67M |
| 3 |
Ford
F
|
+$1.37M |
| 4 |
Teva Pharmaceuticals
TEVA
|
+$1.02M |
| 5 |
Emerson Electric
EMR
|
+$901K |
Sector Composition
| 1 | Technology | 10.88% |
| 2 | Healthcare | 10.86% |
| 3 | Financials | 7.79% |
| 4 | Consumer Staples | 6.59% |
| 5 | Industrials | 6.59% |
