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
351
$156K 0.01%
31,856
-4,820
352
$155K 0.01%
6,000
-1,671
353
$155K 0.01%
13,541
-6,076
354
$151K 0.01%
916
-20
355
$149K 0.01%
1,592
-1,300
356
$149K 0.01%
2,219
+11
357
$147K 0.01%
5,450
+2,000
358
$146K 0.01%
705
+22
359
$146K 0.01%
6,068
-566
360
$144K 0.01%
2,500
+500
361
$141K 0.01%
4,470
362
$141K 0.01%
4,381
-524
363
$138K 0.01%
3,875
-479
364
$138K 0.01%
1,635
+202
365
$137K 0.01%
6,783
+18
366
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3,805
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367
$136K 0.01%
5,244
368
$135K 0.01%
1,885
369
$134K 0.01%
2,846
+3
370
$134K 0.01%
4,000
-4,000
371
$132K 0.01%
2,989
372
$132K 0.01%
400
373
$132K 0.01%
590
-90
374
$130K 0.01%
717
-27
375
$130K 0.01%
448
13 14
15
16 17