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
726
$9K ﹤0.01%
150
+20
727
$9K ﹤0.01%
305
728
$9K ﹤0.01%
1,527
+39
729
$9K ﹤0.01%
267
-1,131
730
$9K ﹤0.01%
300
-200
731
$9K ﹤0.01%
101
732
$9K ﹤0.01%
300
733
$9K ﹤0.01%
59
734
$9K ﹤0.01%
870
735
$9K ﹤0.01%
100
-119
736
$8K ﹤0.01%
210
737
$8K ﹤0.01%
138
738
$8K ﹤0.01%
200
739
$8K ﹤0.01%
181
740
$8K ﹤0.01%
+175
741
$8K ﹤0.01%
80
742
$8K ﹤0.01%
1,010
743
$7K ﹤0.01%
548
744
$7K ﹤0.01%
225
+75
745
$7K ﹤0.01%
470
-300
746
$7K ﹤0.01%
+275
747
$7K ﹤0.01%
+100
748
$7K ﹤0.01%
25
749
$7K ﹤0.01%
+119
750
$7K ﹤0.01%
+215
28 29
30
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