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
851
$1K ﹤0.01%
28
+10
852
$1K ﹤0.01%
+93
853
$1K ﹤0.01%
+100
854
$1K ﹤0.01%
100
855
$1K ﹤0.01%
18
856
$1K ﹤0.01%
+107
857
$1K ﹤0.01%
+100
858
$1K ﹤0.01%
+6
859
$1K ﹤0.01%
100
860
$1K ﹤0.01%
75
861
$1K ﹤0.01%
400
862
– –
-110
863
– –
-23
864
– –
-75
865
– –
-14,585
866
– –
-1,096
867
– –
-100
868
– –
-6
869
– –
-100
870
– –
-66
871
– –
-3,374
872
– –
-448
873
– –
-35
874
– –
-675
875
– –
-42
33 34
35
36 37