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
151
$1.3M 0.15%
6
-6
152
$1.29M 0.15%
33,919
-430
153
$1.29M 0.15%
24,506
+1,829
154
$1.29M 0.15%
31,714
-3,939
155
$1.26M 0.15%
15,723
+1,444
156
$1.25M 0.14%
28,151
-10,774
157
$1.25M 0.14%
23,903
-225
158
$1.24M 0.14%
15,839
-990
159
$1.16M 0.14%
21,334
+19,580
160
$1.16M 0.13%
14,085
+1,410
161
$1.09M 0.13%
9,730
-200
162
$1.07M 0.12%
13,839
+1,476
163
$1.06M 0.12%
22,851
-450
164
$1.05M 0.12%
21,376
+6,851
165
$1.02M 0.12%
16,974
-2,691
166
$1M 0.12%
10,748
+57
167
$962K 0.11%
17,058
+4,893
168
$960K 0.11%
18,861
+354
169
$943K 0.11%
18,366
+4,396
170
$915K 0.11%
22,078
+1,930
171
$911K 0.11%
6,012
+1,659
172
$898K 0.1%
12,575
-550
173
$897K 0.1%
14,368
+1,475
174
$852K 0.1%
10,832
+438
175
$852K 0.1%
40,253
+525
5 6
7
8 9