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
701
$11K ﹤0.01%
+369
702
$11K ﹤0.01%
+100
703
$11K ﹤0.01%
242
704
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255
+95
705
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153
706
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400
707
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+322
708
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232
709
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344
710
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180
711
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150
712
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66
713
$11K ﹤0.01%
1,425
714
$10K ﹤0.01%
500
715
$10K ﹤0.01%
107
716
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268
717
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718
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719
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720
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180
-100
721
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137
+80
722
$10K ﹤0.01%
258
723
$10K ﹤0.01%
500
724
$9K ﹤0.01%
35
-17
725
$9K ﹤0.01%
42
27 28
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