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
201
$810K 0.06%
8,543
-20
202
$806K 0.06%
8,527
-1,297
203
$804K 0.06%
28,970
+8,845
204
$796K 0.06%
4,516
-747
205
$787K 0.06%
19,565
-28,542
206
$754K 0.05%
7,559
+4,725
207
$743K 0.05%
8,139
-372
208
$726K 0.05%
23,597
209
$712K 0.05%
40,863
210
$710K 0.05%
7,224
+2,524
211
$709K 0.05%
4,614
+200
212
$707K 0.05%
17,584
+1,175
213
$698K 0.05%
12,465
+100
214
$686K 0.05%
3,559
215
$675K 0.05%
13,944
-568
216
$653K 0.05%
10,044
-1,018
217
$647K 0.05%
5,185
+77
218
$634K 0.05%
15,768
-273
219
$623K 0.05%
4,855
+5
220
$619K 0.05%
4,809
-450
221
$598K 0.04%
10,138
222
$585K 0.04%
24,255
-795
223
$578K 0.04%
5,377
-125
224
$573K 0.04%
5,431
225
$568K 0.04%
6,010
-83
7 8
9
10 11