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
$799M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$37.1M
3
+$11.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$3.61M
2
+$1.85M
3
+$1.58M
4
EA icon
Electronic Arts
EA
+$1.45M
5
VOD icon
Vodafone
VOD
+$1.01M

Sector Composition

1 Technology 11.82%
2 Energy 11.69%
3 Healthcare 11.43%
4 Industrials 8.22%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.4M 5.06%
155,137
+151,051
2
$38.4M 4.81%
196,157
+189,701
3
$13.1M 1.64%
267,487
+14,560
4
$12.8M 1.6%
549,972
-4,372
5
$12.7M 1.59%
160,669
+1,012
6
$12.7M 1.59%
304,289
-2,316
7
$12.2M 1.53%
121,378
-1,573
8
$12.2M 1.53%
218,046
+203,896
9
$11.8M 1.48%
412,020
+253,665
10
$11.7M 1.46%
111,631
-3,936
11
$11.1M 1.39%
123,993
-1,095
12
$11M 1.38%
56,070
+34,056
13
$10.3M 1.3%
166,527
-2,431
14
$9.97M 1.25%
99,020
-35,861
15
$9.92M 1.24%
75,998
-842
16
$9.19M 1.15%
116,873
-825
17
$9M 1.13%
291,161
-5,152
18
$8.98M 1.12%
71,277
+3,197
19
$8.55M 1.07%
161,573
-1,179
20
$8.21M 1.03%
102,140
+38,144
21
$8.17M 1.02%
95,297
-629
22
$7.98M 1%
169,380
23
$7.94M 0.99%
175,068
-9,880
24
$7.52M 0.94%
92,744
-1,772
25
$6.75M 0.85%
78,786
-2,209
1
2 3 4 5