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
$1.58B
AUM Growth
-$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.99M
3
+$3.05M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M

Top Sells

1
+$2.07M
2
+$1.42M
3
+$1.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.33M
5
FSLR icon
First Solar
FSLR
+$1.26M

Sector Composition

1 Technology 14.69%
2 Healthcare 10.49%
3 Financials 8.89%
4 Consumer Discretionary 6.8%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$692K 0.04%
28,105
+215
227
$691K 0.04%
4,626
-11
228
$679K 0.04%
27,835
+770
229
$653K 0.04%
25,230
-5,440
230
$635K 0.04%
12,404
231
$629K 0.04%
2,824
-70
232
$618K 0.04%
6,437
-110
233
$617K 0.04%
3,463
+2,765
234
$603K 0.04%
14,288
-610
235
$577K 0.04%
6,677
-44
236
$571K 0.04%
1,740
-14
237
$566K 0.04%
14,562
+1,430
238
$547K 0.03%
22,625
+1,270
239
$544K 0.03%
1,158
-8
240
$538K 0.03%
19,541
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241
$532K 0.03%
6,016
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242
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-28
243
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6,397
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244
$525K 0.03%
19,677
-321
245
$512K 0.03%
7,279
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246
$507K 0.03%
4,729
+277
247
$505K 0.03%
11,360
+2,633
248
$503K 0.03%
3,390
-219
249
$495K 0.03%
13,917
-675
250
$478K 0.03%
4,555
-1,045
8 9
10
11 12