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
776
$4K ﹤0.01%
100
777
$4K ﹤0.01%
+47
778
$4K ﹤0.01%
40
779
$4K ﹤0.01%
210
780
$4K ﹤0.01%
+128
781
$4K ﹤0.01%
+160
782
$4K ﹤0.01%
+106
783
$4K ﹤0.01%
+70
784
$4K ﹤0.01%
+125
785
$4K ﹤0.01%
150
786
$4K ﹤0.01%
+113
787
$4K ﹤0.01%
+86
788
$4K ﹤0.01%
+100
789
$4K ﹤0.01%
42
-27
790
$4K ﹤0.01%
88
791
$4K ﹤0.01%
400
792
$4K ﹤0.01%
50
793
$4K ﹤0.01%
9
794
$4K ﹤0.01%
96
795
$3K ﹤0.01%
51
796
$3K ﹤0.01%
1,000
797
$3K ﹤0.01%
+112
798
$3K ﹤0.01%
+116
799
$3K ﹤0.01%
+70
800
$3K ﹤0.01%
50
30 31
32
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