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
51
$7.33M 0.53%
34,793
-591
52
$7.1M 0.52%
59,250
-2,551
53
$7.08M 0.51%
135,210
-1,460
54
$7.02M 0.51%
31,939
-299
55
$6.8M 0.49%
54,185
+6,003
56
$6.73M 0.49%
141,534
-18,118
57
$6.64M 0.48%
31,621
+1,228
58
$6.29M 0.46%
103,010
+1,674
59
$6.2M 0.45%
210,031
+2,722
60
$6.11M 0.44%
31,478
-541
61
$6.07M 0.44%
105,547
+3,025
62
$6.04M 0.44%
52,955
+806
63
$5.68M 0.41%
97,640
-420
64
$5.5M 0.4%
123,647
+3,640
65
$5.42M 0.39%
30,625
+355
66
$5.36M 0.39%
36,853
-96
67
$5.29M 0.38%
60,984
-592
68
$5.28M 0.38%
48,788
+2,366
69
$4.97M 0.36%
105,064
-1,820
70
$4.96M 0.36%
54,111
-863
71
$4.94M 0.36%
102,589
+16,531
72
$4.92M 0.36%
16,291
+219
73
$4.81M 0.35%
80,620
-50
74
$4.79M 0.35%
14,698
+1,202
75
$4.74M 0.34%
14,356
-269
1 2
3
4 5