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
701
$8K ﹤0.01%
185
+110
702
$8K ﹤0.01%
559
703
$8K ﹤0.01%
120
704
$8K ﹤0.01%
400
705
$8K ﹤0.01%
507
706
$8K ﹤0.01%
1,525
707
$8K ﹤0.01%
325
708
$8K ﹤0.01%
+260
709
$8K ﹤0.01%
295
-6
710
$7K ﹤0.01%
120
-120
711
$7K ﹤0.01%
+88
712
$7K ﹤0.01%
130
-241
713
$7K ﹤0.01%
+30
714
$7K ﹤0.01%
130
715
$7K ﹤0.01%
100
716
$7K ﹤0.01%
100
717
$7K ﹤0.01%
+180
718
$7K ﹤0.01%
+56
719
$7K ﹤0.01%
+800
720
$7K ﹤0.01%
100
721
$7K ﹤0.01%
170
722
$7K ﹤0.01%
760
723
$7K ﹤0.01%
218
-47,401
724
$7K ﹤0.01%
115
725
$7K ﹤0.01%
+200
27 28
29
30 31