SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
This Quarter Return
-0.46%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$812M
AUM Growth
+$812M
(+1.7%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.88%
Top 10 Holdings %
Top 10 Hldgs %
22.6%
Holding
839
New
52
Increased
168
Reduced
193
Closed
67
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8M |
| 2 |
American Tower
AMT
|
$2.09M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.45M |
| 4 |
Enterprise Products Partners
EPD
|
$1.23M |
| 5 |
Alerian MLP ETF
AMLP
|
$1.18M |
Top Sells
| 1 |
Deere & Co
DE
|
$1.8M |
| 2 |
NOV
NOV
|
$1.14M |
| 3 |
Amphenol
APH
|
$1.09M |
| 4 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
$922K |
| 5 |
Tapestry
TPR
|
$662K |
Sector Composition
| 1 | Technology | 11.89% |
| 2 | Healthcare | 11.58% |
| 3 | Energy | 10.67% |
| 4 | Industrials | 7.77% |
| 5 | Consumer Staples | 6.75% |