We are live on ! Find out more
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
$812M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.12M
3
+$1.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.16M

Top Sells

1
+$1.87M
2
+$1.24M
3
+$1.1M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$958K
5
TPR icon
Tapestry
TPR
+$666K

Sector Composition

1 Technology 11.89%
2 Healthcare 11.58%
3 Energy 10.67%
4 Industrials 7.77%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-220
802
– –
-103
803
– –
-200
804
– –
-3,990
805
– –
-2,971
806
– –
-600
807
– –
-5,000
808
– –
-254
809
– –
-1,500
810
– –
-16
811
– –
-10
812
– –
-42
813
– –
-35
814
– –
-500
815
– –
-250
816
– –
-184
817
– –
-700
29 30 31 32
33