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
476
$63K ﹤0.01%
150
477
$63K ﹤0.01%
+1,500
478
$61K ﹤0.01%
1,195
+5
479
$61K ﹤0.01%
509
480
$61K ﹤0.01%
727
+117
481
$61K ﹤0.01%
857
482
$60K ﹤0.01%
905
483
$60K ﹤0.01%
700
-433
484
$60K ﹤0.01%
2,471
+1,125
485
$60K ﹤0.01%
621
+1
486
$60K ﹤0.01%
750
-420
487
$60K ﹤0.01%
350
488
$60K ﹤0.01%
3,500
489
$59K ﹤0.01%
704
+611
490
$59K ﹤0.01%
505
+1
491
$59K ﹤0.01%
334
+40
492
$59K ﹤0.01%
3,525
-386
493
$58K ﹤0.01%
457
494
$58K ﹤0.01%
141
495
$58K ﹤0.01%
2,500
-1,000
496
$58K ﹤0.01%
411
497
$57K ﹤0.01%
558
+15
498
$57K ﹤0.01%
500
499
$55K ﹤0.01%
689
500
$55K ﹤0.01%
5,001
18 19
20
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