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
726
$7K ﹤0.01%
+106
727
$7K ﹤0.01%
150
728
$7K ﹤0.01%
400
729
$7K ﹤0.01%
175
+100
730
$7K ﹤0.01%
268
-160
731
$7K ﹤0.01%
600
732
$6K ﹤0.01%
+108
733
$6K ﹤0.01%
150
734
$6K ﹤0.01%
114
-1,022
735
$6K ﹤0.01%
525
736
$6K ﹤0.01%
+500
737
$6K ﹤0.01%
+350
738
$6K ﹤0.01%
90
739
$6K ﹤0.01%
+100
740
$6K ﹤0.01%
100
741
$6K ﹤0.01%
300
742
$6K ﹤0.01%
1,000
743
$6K ﹤0.01%
+518
744
$6K ﹤0.01%
+373
745
$6K ﹤0.01%
24
746
$6K ﹤0.01%
+107
747
$6K ﹤0.01%
+150
748
$6K ﹤0.01%
155
749
$6K ﹤0.01%
+101
750
$6K ﹤0.01%
295
-6
28 29
30
31 32