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
676
$9K ﹤0.01%
450
+150
677
$9K ﹤0.01%
282
+126
678
$9K ﹤0.01%
+130
679
$9K ﹤0.01%
325
-455
680
$9K ﹤0.01%
+450
681
$9K ﹤0.01%
300
682
$9K ﹤0.01%
214
-150
683
$9K ﹤0.01%
520
684
$9K ﹤0.01%
140
-423
685
$9K ﹤0.01%
208
686
$9K ﹤0.01%
+110
687
$9K ﹤0.01%
+46
688
$9K ﹤0.01%
+318
689
$9K ﹤0.01%
+363
690
$9K ﹤0.01%
+106
691
$9K ﹤0.01%
700
692
$9K ﹤0.01%
155
-167
693
$9K ﹤0.01%
191
-37
694
$8K ﹤0.01%
+61
695
$8K ﹤0.01%
207
+41
696
$8K ﹤0.01%
423
697
$8K ﹤0.01%
200
-3,032
698
$8K ﹤0.01%
+302
699
$8K ﹤0.01%
81
700
$8K ﹤0.01%
+420
26 27
28
29 30