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
751
$6K ﹤0.01%
100
752
$5K ﹤0.01%
+102
753
$5K ﹤0.01%
100
754
$5K ﹤0.01%
150
755
$5K ﹤0.01%
140
756
$5K ﹤0.01%
105
757
$5K ﹤0.01%
200
758
$5K ﹤0.01%
514
759
$5K ﹤0.01%
140
760
$5K ﹤0.01%
+168
761
$5K ﹤0.01%
+1,000
762
$5K ﹤0.01%
92
763
$5K ﹤0.01%
800
764
$5K ﹤0.01%
+140
765
$5K ﹤0.01%
230
-40
766
$5K ﹤0.01%
450
-800
767
$5K ﹤0.01%
+60
768
$5K ﹤0.01%
22
769
$4K ﹤0.01%
+688
770
$4K ﹤0.01%
633
-3,912
771
$4K ﹤0.01%
+138
772
$4K ﹤0.01%
+160
773
$4K ﹤0.01%
+133
774
$4K ﹤0.01%
200
775
$4K ﹤0.01%
+150
29 30
31
32 33