SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+4.26%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.04B
AUM Growth
+$24.8M
(+2.4%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
29.02%
Holding
878
New
48
Increased
142
Reduced
228
Closed
71
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.85M |
| 2 |
Booking.com
BKNG
|
$1.47M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.35M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.24M |
| 5 |
Martin Marietta Materials
MLM
|
$1.13M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$9.12M |
| 2 |
PNRA
Panera Bread Co
PNRA
|
$2.21M |
| 3 |
Energy Transfer Partners
ET
|
$1.62M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$906K |
Sector Composition
| 1 | Healthcare | 11.63% |
| 2 | Technology | 11.31% |
| 3 | Financials | 8.49% |
| 4 | Industrials | 6.57% |
| 5 | Consumer Discretionary | 6.52% |
