SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
This Quarter Return
+4.88%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$672M
AUM Growth
+$672M
(+5.3%)
Cap. Flow
+$4.73M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
22.17%
Holding
674
New
53
Increased
120
Reduced
193
Closed
37
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.6M |
| 2 |
BCE
BCE
|
$1.82M |
| 3 |
Comcast
CMCSA
|
$977K |
| 4 |
Honda
HMC
|
$798K |
| 5 |
Abbott
ABT
|
$739K |
Top Sells
| 1 |
Novartis
NVS
|
$3.1M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.92M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$2.62M |
| 4 |
Leidos
LDOS
|
$1.6M |
| 5 |
Natural Resource Partners
NRP
|
$1.19M |
Sector Composition
| 1 | Energy | 11.64% |
| 2 | Healthcare | 11.55% |
| 3 | Technology | 11.47% |
| 4 | Industrials | 8.57% |
| 5 | Consumer Staples | 7.83% |