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
576
$25K ﹤0.01%
200
577
$24K ﹤0.01%
374
578
$24K ﹤0.01%
830
579
$24K ﹤0.01%
+400
580
$24K ﹤0.01%
216
581
$24K ﹤0.01%
240
582
$24K ﹤0.01%
256
583
$24K ﹤0.01%
250
584
$24K ﹤0.01%
200
585
$24K ﹤0.01%
94
+61
586
$24K ﹤0.01%
1,300
-427
587
$23K ﹤0.01%
48
-20
588
$23K ﹤0.01%
112
+15
589
$23K ﹤0.01%
500
590
$23K ﹤0.01%
1,200
591
$23K ﹤0.01%
1,630
-1,805
592
$23K ﹤0.01%
185
-28
593
$23K ﹤0.01%
1,145
594
$23K ﹤0.01%
169
+1
595
$23K ﹤0.01%
597
596
$23K ﹤0.01%
200
597
$22K ﹤0.01%
2,206
598
$22K ﹤0.01%
1,689
599
$22K ﹤0.01%
204
600
$22K ﹤0.01%
449
22 23
24
25 26