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
501
$55K ﹤0.01%
180
502
$54K ﹤0.01%
1,000
-847
503
$54K ﹤0.01%
1,688
504
$54K ﹤0.01%
901
505
$53K ﹤0.01%
435
506
$52K ﹤0.01%
1,223
507
$51K ﹤0.01%
501
+90
508
$51K ﹤0.01%
1,416
-321
509
$51K ﹤0.01%
630
-65
510
$51K ﹤0.01%
779
511
$50K ﹤0.01%
124
512
$50K ﹤0.01%
5,000
513
$50K ﹤0.01%
884
+25
514
$50K ﹤0.01%
850
515
$49K ﹤0.01%
310
+10
516
$49K ﹤0.01%
563
517
$48K ﹤0.01%
+2,328
518
$48K ﹤0.01%
534
519
$48K ﹤0.01%
218
-82
520
$48K ﹤0.01%
1,000
521
$47K ﹤0.01%
1,610
-2,543
522
$47K ﹤0.01%
537
523
$47K ﹤0.01%
4,381
524
$46K ﹤0.01%
218
-6
525
$46K ﹤0.01%
4,000
19 20
21
22 23