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
276
$325K 0.02%
1,131
-71
277
$322K 0.02%
3,599
278
$321K 0.02%
16,430
-7,775
279
$317K 0.02%
7,434
+1,078
280
$311K 0.02%
3,887
-365
281
$310K 0.02%
6,980
+600
282
$307K 0.02%
283
283
$307K 0.02%
7,010
284
$306K 0.02%
3,388
-42
285
$303K 0.02%
5,508
-41
286
$297K 0.02%
3,809
287
$296K 0.02%
6,473
-482
288
$293K 0.02%
5,785
-15
289
$290K 0.02%
16,481
-501
290
$287K 0.02%
12,600
291
$285K 0.02%
+7,407
292
$284K 0.02%
7,075
+49
293
$282K 0.02%
10,215
-510
294
$282K 0.02%
2,530
-425
295
$281K 0.02%
+6,550
296
$280K 0.02%
6,288
+1,542
297
$276K 0.02%
3,464
-119
298
$275K 0.02%
2,424
299
$270K 0.02%
8,600
300
$268K 0.02%
744
-65
10 11
12
13 14