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
601
$22K ﹤0.01%
1,000
602
$22K ﹤0.01%
365
-150
603
$22K ﹤0.01%
200
604
$22K ﹤0.01%
674
+468
605
$22K ﹤0.01%
464
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606
$22K ﹤0.01%
1,000
607
$22K ﹤0.01%
600
608
$22K ﹤0.01%
375
609
$21K ﹤0.01%
685
610
$20K ﹤0.01%
713
611
$20K ﹤0.01%
478
612
$20K ﹤0.01%
200
613
$20K ﹤0.01%
+800
614
$20K ﹤0.01%
500
615
$20K ﹤0.01%
100
+25
616
$20K ﹤0.01%
490
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617
$20K ﹤0.01%
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618
$19K ﹤0.01%
250
619
$19K ﹤0.01%
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620
$19K ﹤0.01%
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621
$19K ﹤0.01%
210
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622
$19K ﹤0.01%
916
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623
$19K ﹤0.01%
1,000
624
$19K ﹤0.01%
312
+120
625
$19K ﹤0.01%
250
23 24
25
26 27