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
801
$3K ﹤0.01%
+227
802
$3K ﹤0.01%
+200
803
$3K ﹤0.01%
150
804
$3K ﹤0.01%
100
805
$3K ﹤0.01%
16
806
$3K ﹤0.01%
+60
807
$3K ﹤0.01%
+124
808
$3K ﹤0.01%
+44
809
$3K ﹤0.01%
+38
810
$3K ﹤0.01%
+377
811
$3K ﹤0.01%
70
-3,015
812
$3K ﹤0.01%
200
813
$3K ﹤0.01%
+195
814
$3K ﹤0.01%
160
815
$3K ﹤0.01%
130
816
$3K ﹤0.01%
540
817
$3K ﹤0.01%
+104
818
$3K ﹤0.01%
+268
819
$3K ﹤0.01%
+170
820
$3K ﹤0.01%
+102
821
$3K ﹤0.01%
+209
822
$3K ﹤0.01%
+100
823
$3K ﹤0.01%
+108
824
$3K ﹤0.01%
200
825
$3K ﹤0.01%
758
-10
31 32
33
34 35