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
101
$2.27M 0.26%
45,472
-21,829
102
$2.22M 0.26%
36,839
+388
103
$2.15M 0.25%
42,122
+2,430
104
$2.15M 0.25%
36,113
-8,717
105
$2.11M 0.24%
28,750
+875
106
$2.09M 0.24%
48,300
+1,220
107
$2.09M 0.24%
26,792
-1,353
108
$2.07M 0.24%
22,005
-346
109
$2.06M 0.24%
110,560
+13,100
110
$2M 0.23%
13,850
+770
111
$1.99M 0.23%
18,372
+1,462
112
$1.99M 0.23%
54,999
+2,629
113
$1.98M 0.23%
72,207
+2,100
114
$1.98M 0.23%
77,335
+19,383
115
$1.94M 0.22%
44,857
+130
116
$1.94M 0.22%
55,240
+436
117
$1.93M 0.22%
20,627
-1,442
118
$1.93M 0.22%
130,916
-2,564
119
$1.93M 0.22%
27,168
+5,766
120
$1.92M 0.22%
19,816
-467
121
$1.91M 0.22%
37,560
-4,665
122
$1.9M 0.22%
25,221
+108
123
$1.87M 0.22%
+208,044
124
$1.86M 0.22%
56,118
-15,252
125
$1.86M 0.22%
51,427
+433
3 4
5
6 7