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
$709M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.91M
3
+$2.2M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$2.2M
5
PF
Pinnacle Foods, Inc.
PF
+$965K

Top Sells

1
+$10.4M
2
+$5.01M
3
+$4.84M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
POT
Potash Corp Of Saskatchewan
POT
+$1.41M

Sector Composition

1 Healthcare 12.17%
2 Energy 12.16%
3 Technology 11.75%
4 Industrials 8.97%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.62%
104,590
-15,735
52
$4.33M 0.61%
108,011
-865
53
$4.18M 0.59%
55,580
+242
54
$4.11M 0.58%
12,985
-380
55
$4.09M 0.58%
47,650
-4,288
56
$4.09M 0.58%
182,510
-10,387
57
$4.06M 0.57%
90,449
-4,780
58
$3.95M 0.56%
35,956
-5,197
59
$3.9M 0.55%
43,295
+261
60
$3.88M 0.55%
145,855
-6,000
61
$3.85M 0.54%
80,540
-2,064
62
$3.81M 0.54%
20,514
-26,083
63
$3.68M 0.52%
62,969
-1,024
64
$3.65M 0.52%
136,585
-187,145
65
$3.6M 0.51%
45,075
+1,876
66
$3.52M 0.5%
85,478
+1,832
67
$3.46M 0.49%
90,298
+4,399
68
$3.44M 0.49%
160,692
-5,500
69
$3.37M 0.48%
84,098
-30,692
70
$3.29M 0.46%
86,609
-5,063
71
$3.22M 0.45%
36,249
+2,434
72
$3.05M 0.43%
58,950
+300
73
$3.05M 0.43%
77,570
-1,720
74
$2.99M 0.42%
41,100
-180
75
$2.98M 0.42%
45,663
-896
1 2
3
4 5