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
626
$19K ﹤0.01%
236
627
$19K ﹤0.01%
1,200
628
$19K ﹤0.01%
900
629
$19K ﹤0.01%
75
630
$18K ﹤0.01%
149
631
$18K ﹤0.01%
150
632
$18K ﹤0.01%
340
633
$18K ﹤0.01%
445
634
$18K ﹤0.01%
110
-232
635
$18K ﹤0.01%
502
+1
636
$18K ﹤0.01%
114
637
$17K ﹤0.01%
848
638
$17K ﹤0.01%
355
+1
639
$17K ﹤0.01%
+433
640
$17K ﹤0.01%
450
-450
641
$17K ﹤0.01%
150
+40
642
$17K ﹤0.01%
1,000
643
$17K ﹤0.01%
300
644
$17K ﹤0.01%
400
645
$16K ﹤0.01%
600
646
$16K ﹤0.01%
300
647
$16K ﹤0.01%
260
648
$16K ﹤0.01%
214
649
$16K ﹤0.01%
620
+200
650
$16K ﹤0.01%
700
+500
24 25
26
27 28