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
51
$4.7M 0.55%
62,379
+30,102
52
$4.69M 0.54%
75,293
+575
53
$4.68M 0.54%
85,304
+3,520
54
$4.61M 0.54%
122,248
-1,875
55
$4.59M 0.53%
123,435
-18,403
56
$4.57M 0.53%
49,490
-3,393
57
$4.38M 0.51%
80,826
-2,238
58
$4.33M 0.5%
169,310
-2,616
59
$4.33M 0.5%
71,378
+2,185
60
$4.32M 0.5%
58,759
+2,100
61
$4.27M 0.5%
129,331
+14,181
62
$4.08M 0.47%
72,048
-2,608
63
$4.01M 0.47%
37,454
-2,073
64
$3.99M 0.46%
48,109
-971
65
$3.91M 0.45%
46,890
-406
66
$3.84M 0.45%
35,423
+23
67
$3.83M 0.44%
163,956
+3,085
68
$3.77M 0.44%
84,867
+2,230
69
$3.71M 0.43%
63,352
+10,494
70
$3.6M 0.42%
71,676
-2,682
71
$3.41M 0.4%
124,320
+22,220
72
$3.24M 0.38%
66,439
+1,861
73
$3.24M 0.38%
33,013
+4,662
74
$3.23M 0.37%
142,300
-1,254
75
$3.18M 0.37%
27,777
-870
1 2
3
4 5