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
$799M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1 +$39.4M
2 +$37.1M
3 +$11.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1 +$3.61M
2 +$1.85M
3 +$1.58M
4
EA icon
Electronic Arts
EA
+$1.45M
5
VOD icon
Vodafone
VOD
+$1.01M

Sector Composition

1 Technology 11.82%
2 Energy 11.69%
3 Healthcare 11.43%
4 Industrials 8.22%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.81M 0.6%
65,947
-682
52
$4.8M 0.6%
193,019
+6,620
53
$4.76M 0.6%
63,148
-720
54
$4.74M 0.59%
90,670
-412
55
$4.74M 0.59%
126,493
-7,289
56
$4.59M 0.57%
54,438
-557
57
$4.53M 0.57%
42,465
-2,980
58
$4.5M 0.56%
81,528
-1,809
59
$4.25M 0.53%
13,281
-109
60
$4.22M 0.53%
103,309
+3,566
61
$4.13M 0.52%
62,209
+760
62
$4.07M 0.51%
77,620
-2,435
63
$3.97M 0.5%
89,796
+2,995
64
$3.96M 0.5%
53,945
-2,250
65
$3.95M 0.5%
68,611
+924
66
$3.87M 0.48%
150,916
-10,380
67
$3.78M 0.47%
84,422
-6,065
68
$3.77M 0.47%
85,211
+309
69
$3.74M 0.47%
55,610
+7,487
70
$3.6M 0.45%
157,699
+9,430
71
$3.55M 0.44%
59,150
72
$3.46M 0.43%
157,518
-2,546
73
$3.31M 0.41%
40,153
+1,183
74
$3.15M 0.39%
35,764
-1,577
75
$3.07M 0.38%
45,649
+26,879