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
626
$14K ﹤0.01%
1,500
-2,500
627
$13K ﹤0.01%
500
+175
628
$13K ﹤0.01%
103
-70
629
$13K ﹤0.01%
191
630
$13K ﹤0.01%
1,000
631
$13K ﹤0.01%
213
632
$13K ﹤0.01%
300
-72
633
$13K ﹤0.01%
400
634
$13K ﹤0.01%
958
635
$13K ﹤0.01%
1,000
-500
636
$13K ﹤0.01%
+532
637
$13K ﹤0.01%
+647
638
$13K ﹤0.01%
129
639
$12K ﹤0.01%
+200
640
$12K ﹤0.01%
176
641
$12K ﹤0.01%
+100
642
$12K ﹤0.01%
1,300
-850
643
$12K ﹤0.01%
+360
644
$12K ﹤0.01%
250
645
$12K ﹤0.01%
550
646
$12K ﹤0.01%
282
647
$12K ﹤0.01%
260
-80
648
$12K ﹤0.01%
+240
649
$12K ﹤0.01%
+100
650
$11K ﹤0.01%
+100
24 25
26
27 28