SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+3.42%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.15B
AUM Growth
+$22.3M
(+2%)
Cap. Flow
-$9.39M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
29.23%
Holding
885
New
55
Increased
131
Reduced
278
Closed
113
Top Buys
| 1 |
SASR
Sandy Spring Bancorp Inc
SASR
|
$7.11M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.88M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.5M |
| 5 |
Constellation Brands
STZ
|
$1.47M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.39M |
| 2 |
MON
Monsanto Co
MON
|
$3.06M |
| 3 |
Gen Digital
GEN
|
$2.93M |
| 4 |
TWX
Time Warner Inc
TWX
|
$2.62M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$1.63M |
Sector Composition
| 1 | Technology | 11.23% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 9.79% |
| 4 | Consumer Discretionary | 7.36% |
| 5 | Industrials | 6.19% |