SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+5.43%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.01B
AUM Growth
+$41.3M
(+4.3%)
Cap. Flow
-$5.99M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
28.57%
Holding
902
New
60
Increased
146
Reduced
261
Closed
80
Top Buys
| 1 |
Hanesbrands
HBI
|
$3.11M |
| 2 |
Enbridge
ENB
|
$3.04M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.6M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$2.12M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.87M |
Top Sells
| 1 |
SE
Spectra Energy Corp Wi
SE
|
$2.98M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.9M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.89M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$1.1M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.03M |
Sector Composition
| 1 | Healthcare | 11.27% |
| 2 | Technology | 11.21% |
| 3 | Financials | 7.69% |
| 4 | Consumer Staples | 6.57% |
| 5 | Industrials | 6.46% |