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
601
$17K ﹤0.01%
1,143
+688
602
$17K ﹤0.01%
200
603
$16K ﹤0.01%
+451
604
$16K ﹤0.01%
+400
605
$16K ﹤0.01%
200
+171
606
$16K ﹤0.01%
941
607
$16K ﹤0.01%
303
608
$16K ﹤0.01%
76
+18
609
$16K ﹤0.01%
4,300
610
$16K ﹤0.01%
150
-135
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%
250
616
$14K ﹤0.01%
225
617
$14K ﹤0.01%
135
618
$14K ﹤0.01%
241
619
$14K ﹤0.01%
295
-115
620
$14K ﹤0.01%
+255
621
$14K ﹤0.01%
321
622
$14K ﹤0.01%
+440
623
$14K ﹤0.01%
1,000
624
$14K ﹤0.01%
+500
625
$14K ﹤0.01%
140
23 24
25
26 27