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
176
$1.28M 0.09%
15,284
+527
177
$1.25M 0.09%
84,120
+405
178
$1.23M 0.09%
22,877
-239
179
$1.22M 0.09%
46,875
+19,065
180
$1.18M 0.09%
9,691
-650
181
$1.18M 0.09%
572
-215
182
$1.13M 0.08%
14,331
-1,106
183
$1.13M 0.08%
4,050
-1,235
184
$1.13M 0.08%
4,818
+120
185
$1.12M 0.08%
14,897
+2,430
186
$1.09M 0.08%
13,358
-104
187
$1.08M 0.08%
14,154
-440
188
$1.02M 0.07%
9,167
-735
189
$1.01M 0.07%
18,814
+287
190
$1M 0.07%
6,062
-1,073
191
$960K 0.07%
75,000
+270
192
$942K 0.07%
16,859
-3,453
193
$938K 0.07%
10,665
-305
194
$924K 0.07%
3,483
195
$910K 0.07%
21,419
-449
196
$905K 0.07%
8,755
197
$889K 0.06%
13,944
-1,150
198
$873K 0.06%
22,591
-403
199
$856K 0.06%
19,069
+2,135
200
$831K 0.06%
20,161
-777
6 7
8
9 10