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
651
$11K ﹤0.01%
+700
652
$11K ﹤0.01%
932
653
$11K ﹤0.01%
300
654
$11K ﹤0.01%
450
655
$11K ﹤0.01%
220
656
$11K ﹤0.01%
350
657
$11K ﹤0.01%
210
+170
658
$11K ﹤0.01%
+100
659
$11K ﹤0.01%
100
660
$11K ﹤0.01%
+160
661
$10K ﹤0.01%
350
-82
662
$10K ﹤0.01%
782
663
$10K ﹤0.01%
72
664
$10K ﹤0.01%
200
665
$10K ﹤0.01%
+160
666
$10K ﹤0.01%
268
667
$10K ﹤0.01%
250
668
$10K ﹤0.01%
350
-1,150
669
$10K ﹤0.01%
2,855
670
$10K ﹤0.01%
+125
671
$10K ﹤0.01%
213
672
$10K ﹤0.01%
100
673
$9K ﹤0.01%
95
674
$9K ﹤0.01%
170
675
$9K ﹤0.01%
380
25 26
27
28 29