SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+1.84%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$650M
AUM Growth
-$59M
(-8.3%)
Cap. Flow
-$69.6M
Cap. Flow
% of AUM
-10.7%
Top 10 Holdings %
Top 10 Hldgs %
17.7%
Holding
827
New
162
Increased
204
Reduced
168
Closed
94
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.91M |
| 2 |
iShares US Technology ETF
IYW
|
$2.23M |
| 3 |
Verizon
VZ
|
$2.15M |
| 4 |
Apple
AAPL
|
$1.64M |
| 5 |
SYT
Syngenta Ag
SYT
|
$1.53M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$37M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$33.9M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$5.34M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.8M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.82M |
Sector Composition
| 1 | Healthcare | 14.08% |
| 2 | Technology | 13.37% |
| 3 | Energy | 13.16% |
| 4 | Industrials | 9.78% |
| 5 | Consumer Staples | 8.4% |
