SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
1-Year Return
8.14%
This Quarter Return
+9.8%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$2.1B
AUM Growth
+$208M
(+11%)
Cap. Flow
+$40.3M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
32.67%
Holding
1,277
New
152
Increased
316
Reduced
244
Closed
67
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$8.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.51M |
| 3 |
WisdomTree US MidCap Dividend Fund
DON
|
+$4.46M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.75M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.6M |
Top Sells
| 1 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
+$2.86M |
| 2 |
Tesla
TSLA
|
+$1.14M |
| 3 |
AT&T
T
|
+$1.07M |
| 4 |
Alibaba
BABA
|
+$1.03M |
| 5 |
Philip Morris
PM
|
+$910K |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.75% |
| 4 | Consumer Discretionary | 7.56% |
| 5 | Communication Services | 6.2% |
