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
101
$3.24M 0.24%
84,030
+22,236
102
$3.2M 0.23%
60,450
+217
103
$3.07M 0.22%
61,575
+5,495
104
$3.05M 0.22%
32,859
+1,256
105
$3.04M 0.22%
51,615
-3,071
106
$3.03M 0.22%
54,117
+5,378
107
$3.03M 0.22%
208,544
108
$2.98M 0.22%
12,957
-371
109
$2.87M 0.21%
52,104
-2,520
110
$2.87M 0.21%
49,182
-490
111
$2.8M 0.2%
16,180
-345
112
$2.78M 0.2%
78,973
-169
113
$2.78M 0.2%
16,753
-326
114
$2.77M 0.2%
15,347
-377
115
$2.74M 0.2%
22,698
+2,024
116
$2.73M 0.2%
43,371
-3,435
117
$2.71M 0.2%
23,236
-13
118
$2.69M 0.2%
31,679
-4,720
119
$2.67M 0.19%
16,302
-518
120
$2.64M 0.19%
33,037
+622
121
$2.63M 0.19%
56,786
-1,492
122
$2.62M 0.19%
10,857
-56
123
$2.6M 0.19%
42,348
-230
124
$2.54M 0.18%
18,446
-495
125
$2.5M 0.18%
14,002
-304
3 4
5
6 7