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
151
$1.88M 0.14%
74,190
+14,825
152
$1.83M 0.13%
62,807
-2,375
153
$1.71M 0.12%
13,375
-1,883
154
$1.7M 0.12%
22,444
-1,196
155
$1.7M 0.12%
16,985
+200
156
$1.67M 0.12%
17,805
+1,130
157
$1.66M 0.12%
58,830
-1,092
158
$1.66M 0.12%
10,959
-306
159
$1.62M 0.12%
4,170
+10
160
$1.62M 0.12%
63,415
+13,670
161
$1.59M 0.12%
8,091
-348
162
$1.57M 0.11%
22,849
-1,649
163
$1.57M 0.11%
54,113
-3,500
164
$1.56M 0.11%
11,462
+2,878
165
$1.56M 0.11%
38,385
-2,245
166
$1.56M 0.11%
17,672
-683
167
$1.55M 0.11%
24,925
-5,591
168
$1.53M 0.11%
8,694
+313
169
$1.51M 0.11%
27,397
-1,614
170
$1.5M 0.11%
19,754
-375
171
$1.49M 0.11%
24,887
+3,435
172
$1.49M 0.11%
12,723
-59
173
$1.35M 0.1%
53,176
+7,437
174
$1.3M 0.09%
7,142
-783
175
$1.28M 0.09%
11,506
-71
5 6
7
8 9