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
26
$13.4M 0.85%
311,058
-11,883
27
$12.1M 0.77%
148,339
+65,715
28
$12.1M 0.77%
64,245
-1,536
29
$11.1M 0.71%
141,763
-7,380
30
$11M 0.7%
905,460
+8,740
31
$10.4M 0.66%
40,451
-383
32
$10.4M 0.66%
127,010
+26
33
$10.3M 0.65%
62,997
-1,905
34
$10.3M 0.65%
123,424
-3,102
35
$10M 0.64%
21,273
+1,074
36
$9.43M 0.6%
63,575
+1,392
37
$9.31M 0.59%
129,482
+2,576
38
$9.26M 0.59%
16,829
-599
39
$9.1M 0.58%
127,988
-9,277
40
$8.92M 0.57%
106,597
+901
41
$8.91M 0.57%
30,415
+68
42
$8.52M 0.54%
63,124
-2,754
43
$8.49M 0.54%
39,564
-1,024
44
$8.43M 0.53%
96,570
+1,037
45
$8.4M 0.53%
18,484
+83
46
$8.23M 0.52%
86,278
-2,310
47
$7.82M 0.5%
195,601
-1,564
48
$7.74M 0.49%
43,588
-2,500
49
$7.66M 0.49%
56,486
-2,452
50
$7.58M 0.48%
124,158
-1,079
1
2
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