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
$1.38B
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$1.41M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$993K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$986K

Top Sells

1
+$6.55M
2
+$1.83M
3
+$1.79M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.53M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.48M

Sector Composition

1 Technology 12.51%
2 Healthcare 10.24%
3 Financials 10.06%
4 Consumer Discretionary 6.5%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.65M 0.34%
22,945
-1,702
77
$4.55M 0.33%
47,816
-5,573
78
$4.53M 0.33%
23,850
-257
79
$4.47M 0.33%
30,308
-3,473
80
$4.46M 0.32%
15,180
-44
81
$4.45M 0.32%
47,042
-1,061
82
$4.44M 0.32%
15,096
+273
83
$4.35M 0.32%
49,125
-2,516
84
$4.26M 0.31%
20,096
-589
85
$4.22M 0.31%
31,884
+1,690
86
$4.07M 0.3%
692,440
-41,840
87
$4M 0.29%
107,583
+562
88
$3.97M 0.29%
74,915
+80
89
$3.89M 0.28%
60,132
+195
90
$3.85M 0.28%
25,443
-425
91
$3.8M 0.28%
22,268
-66
92
$3.75M 0.27%
63,020
-13,764
93
$3.74M 0.27%
31,067
-80
94
$3.72M 0.27%
82,754
+6,229
95
$3.55M 0.26%
31,784
-1,499
96
$3.51M 0.26%
41,971
+360
97
$3.48M 0.25%
33,777
+2,260
98
$3.47M 0.25%
53,327
-652
99
$3.47M 0.25%
49,942
-400
100
$3.46M 0.25%
62,561
+7,267
2 3
4
5 6