SSB
Sandy Spring Bank Portfolio holdings
AUM
$2.38B
This Quarter Return
+14.03%
1 Year Return
+8.14%
3 Year Return
+31.39%
5 Year Return
+138.08%
10 Year Return
+214.98%
AUM
$1.64B
AUM Growth
+$1.64B
(+12%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
1,079
New
157
Increased
242
Reduced
254
Closed
121
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$8.44M |
| 2 |
iShares US Technology ETF
IYW
|
$5.96M |
| 3 |
Unilever
UL
|
$5.95M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.76M |
| 5 |
Autodesk
ADSK
|
$1.34M |
Top Sells
| 1 |
UN
Unilever NV New York Registry Shares
UN
|
$6.14M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.84M |
| 3 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$1.44M |
| 4 |
Cisco
CSCO
|
$1.18M |
| 5 |
Apple
AAPL
|
$1.17M |
Sector Composition
| 1 | Technology | 15.52% |
| 2 | Healthcare | 10.05% |
| 3 | Financials | 9.72% |
| 4 | Consumer Discretionary | 7.67% |
| 5 | Communication Services | 6.41% |