SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
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
+$6.5M
2
+$2.42M
3
+$2.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.83M

Top Sells

1
+$5.06M
2
+$3.02M
3
+$2.01M
4
VOD icon
Vodafone
VOD
+$1.63M
5
NEE icon
NextEra Energy
NEE
+$1.45M

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%
+100
852
$1K ﹤0.01%
100
853
$1K ﹤0.01%
18
854
$1K ﹤0.01%
+107
855
$1K ﹤0.01%
+100
856
$1K ﹤0.01%
+6
857
$1K ﹤0.01%
+168
858
$1K ﹤0.01%
75
859
$1K ﹤0.01%
400
860
$1K ﹤0.01%
+10
861
$1K ﹤0.01%
28
+10
862
– –
-20
863
– –
-248
864
– –
-437
865
– –
-1,600
866
– –
-138
867
– –
-130
868
– –
-195
869
– –
-195
870
– –
-500
871
– –
-1,200
872
– –
-200
873
– –
-2,000
874
– –
-172
875
– –
-133
33 34
35
36 37