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
126
$1.83M 0.21%
22,823
+9,115
127
$1.83M 0.21%
64,678
+1,602
128
$1.74M 0.2%
42,885
+1,848
129
$1.73M 0.2%
16,561
+5,797
130
$1.7M 0.2%
23,407
+265
131
$1.68M 0.2%
16,896
-343
132
$1.64M 0.19%
10,270
+4,630
133
$1.64M 0.19%
11,830
+298
134
$1.61M 0.19%
15,035
135
$1.59M 0.18%
25,398
+2,878
136
$1.57M 0.18%
19,377
+4,170
137
$1.56M 0.18%
38,286
+2,762
138
$1.52M 0.18%
46,558
-5,279
139
$1.51M 0.18%
13,038
+275
140
$1.49M 0.17%
19,450
-550
141
$1.49M 0.17%
17,879
+250
142
$1.47M 0.17%
91,200
+16,458
143
$1.47M 0.17%
90,621
-9,075
144
$1.44M 0.17%
29,926
-1,625
145
$1.42M 0.17%
36,910
+200
146
$1.42M 0.16%
18,179
+1,295
147
$1.38M 0.16%
24,773
+1,273
148
$1.37M 0.16%
6,526
+6,330
149
$1.36M 0.16%
11,477
+10,711
150
$1.32M 0.15%
20,152
-464
4 5
6
7 8