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
676
$13K ﹤0.01%
+286
677
$13K ﹤0.01%
+45
678
$13K ﹤0.01%
900
679
$13K ﹤0.01%
121
-34
680
$13K ﹤0.01%
300
681
$13K ﹤0.01%
85
682
$13K ﹤0.01%
89
683
$13K ﹤0.01%
952
+752
684
$13K ﹤0.01%
192
-96,785
685
$13K ﹤0.01%
532
686
$12K ﹤0.01%
144
687
$12K ﹤0.01%
+139
688
$12K ﹤0.01%
+424
689
$12K ﹤0.01%
+148
690
$12K ﹤0.01%
757
+27
691
$12K ﹤0.01%
603
-200
692
$12K ﹤0.01%
195
693
$12K ﹤0.01%
50
694
$12K ﹤0.01%
236
695
$12K ﹤0.01%
+33
696
$12K ﹤0.01%
118
697
$12K ﹤0.01%
+480
698
$12K ﹤0.01%
2,175
699
$11K ﹤0.01%
701
700
$11K ﹤0.01%
579
26 27
28
29 30