SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$6.5M
2
+$2.42M
3
+$2.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.83M

Top Sells

1
+$5.06M
2
+$3.02M
3
+$2.01M
4
VOD icon
Vodafone
VOD
+$1.63M
5
NEE icon
NextEra Energy
NEE
+$1.45M

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
601
$17K ﹤0.01%
367
602
$17K ﹤0.01%
448
+17
603
$16K ﹤0.01%
303
604
$16K ﹤0.01%
76
+18
605
$16K ﹤0.01%
4,300
606
$16K ﹤0.01%
150
-135
607
$16K ﹤0.01%
+451
608
$16K ﹤0.01%
+400
609
$16K ﹤0.01%
200
+171
610
$16K ﹤0.01%
941
611
$15K ﹤0.01%
+107
612
$15K ﹤0.01%
300
-400
613
$15K ﹤0.01%
212
-319
614
$15K ﹤0.01%
268
615
$14K ﹤0.01%
+440
616
$14K ﹤0.01%
250
617
$14K ﹤0.01%
225
618
$14K ﹤0.01%
135
619
$14K ﹤0.01%
241
620
$14K ﹤0.01%
295
-115
621
$14K ﹤0.01%
+255
622
$14K ﹤0.01%
321
623
$14K ﹤0.01%
1,000
624
$14K ﹤0.01%
+500
625
$14K ﹤0.01%
140
23 24
25
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