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
776
$5K ﹤0.01%
1,000
-1,000
777
$5K ﹤0.01%
118
778
$4K ﹤0.01%
+85
779
$4K ﹤0.01%
200
780
$4K ﹤0.01%
100
781
$4K ﹤0.01%
+79
782
$4K ﹤0.01%
+54
783
$4K ﹤0.01%
200
784
$4K ﹤0.01%
+123
785
$4K ﹤0.01%
44
786
$4K ﹤0.01%
205
787
$4K ﹤0.01%
25
788
$3K ﹤0.01%
200
789
$3K ﹤0.01%
691
+24
790
$3K ﹤0.01%
175
-250
791
$3K ﹤0.01%
55
792
$3K ﹤0.01%
+128
793
$3K ﹤0.01%
100
794
$3K ﹤0.01%
126
795
$3K ﹤0.01%
93
+1
796
$3K ﹤0.01%
195
+120
797
$3K ﹤0.01%
+76
798
$3K ﹤0.01%
324
799
$3K ﹤0.01%
58
800
$3K ﹤0.01%
67
30 31
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