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
651
$16K ﹤0.01%
111
+1
652
$16K ﹤0.01%
300
653
$16K ﹤0.01%
250
-125
654
$16K ﹤0.01%
375
655
$16K ﹤0.01%
1,000
656
$15K ﹤0.01%
400
657
$15K ﹤0.01%
221
-140
658
$15K ﹤0.01%
+334
659
$15K ﹤0.01%
200
660
$15K ﹤0.01%
425
661
$15K ﹤0.01%
200
662
$15K ﹤0.01%
1,000
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663
$15K ﹤0.01%
318
664
$15K ﹤0.01%
100
665
$15K ﹤0.01%
1,000
666
$14K ﹤0.01%
121
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$14K ﹤0.01%
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669
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671
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280
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$14K ﹤0.01%
250
673
$14K ﹤0.01%
150
674
$14K ﹤0.01%
300
675
$14K ﹤0.01%
220
-205
25 26
27
28 29