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
526
$46K ﹤0.01%
5,000
527
$46K ﹤0.01%
1,914
-1,295
528
$46K ﹤0.01%
3,350
-650
529
$45K ﹤0.01%
275
-25
530
$45K ﹤0.01%
620
-55
531
$45K ﹤0.01%
300
532
$45K ﹤0.01%
66
+2
533
$43K ﹤0.01%
534
534
$43K ﹤0.01%
531
535
$43K ﹤0.01%
767
536
$42K ﹤0.01%
1,465
537
$42K ﹤0.01%
127
538
$41K ﹤0.01%
283
539
$41K ﹤0.01%
309
540
$41K ﹤0.01%
650
541
$41K ﹤0.01%
250
-20
542
$41K ﹤0.01%
1,265
+15
543
$41K ﹤0.01%
3,100
+350
544
$40K ﹤0.01%
1,500
545
$40K ﹤0.01%
71
-28
546
$40K ﹤0.01%
1,061
547
$40K ﹤0.01%
1,905
548
$40K ﹤0.01%
247
549
$40K ﹤0.01%
500
550
$40K ﹤0.01%
450
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