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
201
$579K 0.07%
5,299
+236
202
$570K 0.07%
4,989
-125
203
$560K 0.07%
9,887
+7,379
204
$537K 0.06%
7,142
+964
205
$532K 0.06%
7,195
+377
206
$530K 0.06%
12,633
+6,250
207
$523K 0.06%
9,075
+6,172
208
$520K 0.06%
6,250
+700
209
$515K 0.06%
8,029
+1,362
210
$514K 0.06%
5,194
+990
211
$512K 0.06%
10,248
+1,289
212
$497K 0.06%
6,591
-9,581
213
$492K 0.06%
2,770
-84
214
$492K 0.06%
8,266
215
$492K 0.06%
4,017
216
$491K 0.06%
4,440
+4,200
217
$490K 0.06%
12,550
+777
218
$476K 0.06%
7,850
219
$467K 0.05%
3,475
+1,100
220
$464K 0.05%
4,161
+836
221
$460K 0.05%
8,115
+576
222
$439K 0.05%
+44,797
223
$406K 0.05%
7,725
+4,725
224
$390K 0.05%
35,292
225
$386K 0.04%
11,338
+10,588
7 8
9
10 11