SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
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
+$6.52M
2
+$2.32M
3
+$2.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.88M

Top Sells

1
+$5.06M
2
+$3.02M
3
+$2.04M
4
VOD icon
Vodafone
VOD
+$1.52M
5
NEE icon
NextEra Energy
NEE
+$1.43M

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
76
$3.15M 0.37%
98,480
+1,682
77
$3.15M 0.37%
127,712
+1,232
78
$3.14M 0.36%
57,697
+2,128
79
$3.08M 0.36%
75,602
-457
80
$3.08M 0.36%
61,963
-17,126
81
$3.07M 0.36%
117,080
+7,620
82
$3.04M 0.35%
43,773
-33
83
$2.98M 0.35%
91,380
-35
84
$2.87M 0.33%
58,850
-300
85
$2.78M 0.32%
17,369
-507
86
$2.76M 0.32%
37,688
-1,197
87
$2.69M 0.31%
31,017
+1,034
88
$2.67M 0.31%
131,037
-25,551
89
$2.66M 0.31%
65,130
+370
90
$2.65M 0.31%
30,183
-5,375
91
$2.62M 0.3%
16,970
-2,480
92
$2.53M 0.29%
34,017
+807
93
$2.52M 0.29%
156,171
+5,795
94
$2.44M 0.28%
28,480
+395
95
$2.38M 0.28%
21,147
+1,294
96
$2.34M 0.27%
29,971
+3,860
97
$2.33M 0.27%
26,732
+395
98
$2.32M 0.27%
89,332
-55,076
99
$2.32M 0.27%
+35,220
100
$2.32M 0.27%
70,324
+8,696
2 3
4
5 6