SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
This Quarter Return
+3.65%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$834M
AUM Growth
+$834M
(+2.7%)
Cap. Flow
+$1.55M
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
23.72%
Holding
861
New
89
Increased
190
Reduced
193
Closed
68
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.85M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.72M |
| 3 |
Kinder Morgan
KMI
|
$2.65M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.79M |
| 5 |
Danaher
DHR
|
$1.21M |
Top Sells
| 1 |
Honda
HMC
|
$3.18M |
| 2 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$2.17M |
| 3 |
Deere & Co
DE
|
$1.45M |
| 4 |
Becton Dickinson
BDX
|
$1.21M |
| 5 |
Transocean
RIG
|
$1.08M |
Sector Composition
| 1 | Healthcare | 12.13% |
| 2 | Technology | 11.65% |
| 3 | Energy | 9.32% |
| 4 | Industrials | 7.93% |
| 5 | Consumer Staples | 7% |
