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
301
$265K 0.02%
4,145
-223
302
$260K 0.02%
1,693
-268
303
$259K 0.02%
2,441
-52
304
$253K 0.02%
6,550
-546
305
$253K 0.02%
1,402
-75
306
$243K 0.02%
5,450
307
$243K 0.02%
10,523
-500
308
$239K 0.02%
2,591
-230
309
$235K 0.01%
+26,454
310
$234K 0.01%
2,838
+1,203
311
$234K 0.01%
2,292
+1,012
312
$231K 0.01%
3,303
-470
313
$228K 0.01%
20,500
314
$228K 0.01%
820
315
$228K 0.01%
4,645
316
$227K 0.01%
2,750
-200
317
$227K 0.01%
2,121
+7
318
$220K 0.01%
683
-17
319
$220K 0.01%
10,483
+69
320
$217K 0.01%
1,235
321
$216K 0.01%
887
-255
322
$214K 0.01%
1,810
-25
323
$208K 0.01%
12,067
324
$206K 0.01%
3,825
325
$205K 0.01%
14,658
+9
11 12
13
14 15