SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+0.17%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.89B
AUM Growth
+$1.58M
(+0.08%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
31.88%
Holding
1,202
New
68
Increased
229
Reduced
283
Closed
75
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.73M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.3M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.74M |
| 4 |
PENN Entertainment
PENN
|
+$1.07M |
| 5 |
Union Pacific
UNP
|
+$1.04M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
+$2.86M |
| 2 |
Microsoft
MSFT
|
+$1.79M |
| 3 |
Apple
AAPL
|
+$1.59M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$926K |
| 5 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$791K |
Sector Composition
| 1 | Technology | 15.91% |
| 2 | Financials | 10.54% |
| 3 | Healthcare | 9.84% |
| 4 | Consumer Discretionary | 7.41% |
| 5 | Communication Services | 6.74% |
