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
251
$473K 0.03%
5,075
-343
252
$469K 0.03%
9,764
+3
253
$445K 0.03%
7,229
-77
254
$437K 0.03%
7,573
-1,140
255
$420K 0.03%
2,908
-800
256
$420K 0.03%
3,405
+5
257
$418K 0.03%
8,669
+128
258
$415K 0.03%
5,493
+1,967
259
$414K 0.03%
3,281
+292
260
$399K 0.03%
2,575
-608
261
$396K 0.03%
3,895
262
$395K 0.03%
1,863
+176
263
$390K 0.02%
12,801
+65
264
$389K 0.02%
11,138
-261
265
$388K 0.02%
6,380
-1,365
266
$380K 0.02%
5,990
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267
$366K 0.02%
3,689
-3,517
268
$354K 0.02%
9,901
-335
269
$352K 0.02%
7,000
-350
270
$349K 0.02%
3,363
+2
271
$337K 0.02%
2,619
-25
272
$337K 0.02%
1,431
-184
273
$335K 0.02%
5,148
-385
274
$330K 0.02%
2,015
+6
275
$328K 0.02%
14,772
+9
9 10
11
12 13