SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$6.5M
2
+$2.42M
3
+$2.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.83M

Top Sells

1
+$5.06M
2
+$3.02M
3
+$2.01M
4
VOD icon
Vodafone
VOD
+$1.63M
5
NEE icon
NextEra Energy
NEE
+$1.45M

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%
150
727
$7K ﹤0.01%
400
728
$7K ﹤0.01%
175
+100
729
$7K ﹤0.01%
268
-160
730
$7K ﹤0.01%
600
731
$7K ﹤0.01%
760
732
$6K ﹤0.01%
525
733
$6K ﹤0.01%
+500
734
$6K ﹤0.01%
+350
735
$6K ﹤0.01%
90
736
$6K ﹤0.01%
+108
737
$6K ﹤0.01%
150
738
$6K ﹤0.01%
114
-1,022
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%
100
28 29
30
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