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
826
$2K ﹤0.01%
29
827
0
828
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+26
829
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+130
830
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+102
831
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+112
832
$2K ﹤0.01%
+106
833
$2K ﹤0.01%
70
834
$2K ﹤0.01%
+248
835
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+82
836
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18
837
$2K ﹤0.01%
+126
838
$2K ﹤0.01%
250
839
$2K ﹤0.01%
+100
840
$2K ﹤0.01%
+100
841
$2K ﹤0.01%
+547
842
$2K ﹤0.01%
+50
843
$2K ﹤0.01%
+130
844
$1K ﹤0.01%
+116
845
$1K ﹤0.01%
+168
846
0
847
$1K ﹤0.01%
80
848
$1K ﹤0.01%
+100
849
$1K ﹤0.01%
50
-1,404
850
$1K ﹤0.01%
+10