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
801
$3K ﹤0.01%
448
-85
802
$2K ﹤0.01%
121
-4
803
$2K ﹤0.01%
156
804
$2K ﹤0.01%
278
805
$2K ﹤0.01%
+9
806
$2K ﹤0.01%
20
807
$2K ﹤0.01%
86
808
$2K ﹤0.01%
+20
809
$2K ﹤0.01%
+32
810
$2K ﹤0.01%
400
811
$2K ﹤0.01%
40
812
$2K ﹤0.01%
5,000
813
$1K ﹤0.01%
20
814
$1K ﹤0.01%
10
815
$1K ﹤0.01%
60
816
$1K ﹤0.01%
+10
817
$1K ﹤0.01%
50
-10
818
$1K ﹤0.01%
20
-225
819
$1K ﹤0.01%
+10
820
$1K ﹤0.01%
+208
821
$1K ﹤0.01%
+26
822
$1K ﹤0.01%
100
823
$1K ﹤0.01%
11
824
$1K ﹤0.01%
25
825
$1K ﹤0.01%
+150
31 32
33
34 35