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
376
$125K 0.01%
2,080
+999
377
$124K 0.01%
14,761
378
$123K 0.01%
7,287
+17
379
$122K 0.01%
2,172
+5
380
$121K 0.01%
10,804
+888
381
$120K 0.01%
1,940
382
$119K 0.01%
439
+429
383
$119K 0.01%
1,147
+333
384
$117K 0.01%
4,653
385
$116K 0.01%
558
386
$115K 0.01%
1,532
-964
387
$115K 0.01%
1,479
388
$115K 0.01%
6,580
-325
389
$114K 0.01%
1,800
390
$114K 0.01%
1,534
391
$114K 0.01%
723
392
$113K 0.01%
850
393
$113K 0.01%
332
394
$111K 0.01%
1,558
395
$111K 0.01%
2,279
396
$111K 0.01%
1,048
-25
397
$110K 0.01%
3,677
-2,150
398
$109K 0.01%
784
+11
399
$109K 0.01%
645
+500
400
$108K 0.01%
1,066
-80
14 15
16
17 18