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
126
$2.49M 0.18%
62,602
-5,245
127
$2.49M 0.18%
17,533
-198
128
$2.46M 0.18%
96,365
+12,470
129
$2.46M 0.18%
41,067
-4,556
130
$2.44M 0.18%
24,002
-750
131
$2.39M 0.17%
88,220
-2,320
132
$2.38M 0.17%
32,458
-985
133
$2.33M 0.17%
28,173
+1,853
134
$2.33M 0.17%
93,350
+14,405
135
$2.28M 0.17%
26,655
-447
136
$2.28M 0.17%
88,765
+14,705
137
$2.24M 0.16%
10,961
+311
138
$2.22M 0.16%
19,541
+22
139
$2.22M 0.16%
87,620
+12,925
140
$2.16M 0.16%
25,506
-236
141
$2.15M 0.16%
65,640
+895
142
$2.13M 0.16%
60,858
-5,460
143
$2.11M 0.15%
81,515
+11,415
144
$2.08M 0.15%
27,202
-120
145
$2.06M 0.15%
14,630
+2,015
146
$2.06M 0.15%
21,179
-1,098
147
$2.03M 0.15%
31,654
-2,778
148
$2.02M 0.15%
13,707
+295
149
$2M 0.15%
36,589
-1,336
150
$1.92M 0.14%
149,785
4 5
6
7 8