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
176
$833K 0.1%
13,592
-3,972
177
$831K 0.1%
10,265
-390
178
$829K 0.1%
9,183
-50
179
$822K 0.1%
34,438
-1,820
180
$810K 0.09%
5,398
+780
181
$789K 0.09%
13,804
-1,922
182
$782K 0.09%
5,313
+3,840
183
$735K 0.09%
20,400
184
$728K 0.08%
47,261
-3,675
185
$721K 0.08%
9,402
+578
186
$716K 0.08%
14,526
-500
187
$713K 0.08%
26,579
-518
188
$702K 0.08%
8,550
-9,117
189
$676K 0.08%
6,470
-1,113
190
$663K 0.08%
8,070
191
$662K 0.08%
7,995
+2,763
192
$648K 0.08%
21,950
+500
193
$643K 0.07%
6,092
+1,300
194
$628K 0.07%
5,055
+170
195
$622K 0.07%
15,494
+1,546
196
$622K 0.07%
6,032
+804
197
$620K 0.07%
7,435
-403
198
$604K 0.07%
+74,423
199
$599K 0.07%
14,245
-48,450
200
$580K 0.07%
25,366
+100
6 7
8
9 10