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
901
– –
-750
902
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-85
903
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-200
904
– –
-275
905
– –
-170
906
– –
-60
907
– –
-100
908
– –
-600
909
– –
-1,908
910
– –
-200
911
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-150
912
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913
– –
-141
914
– –
-23
915
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-342
916
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-341
917
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918
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919
– –
-25
920
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-333
921
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-55
922
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-250
923
– –
-4,638
924
– –
-37,188
925
– –
-64
35 36
37
38 39